BGEUX Mutual Fund

BGEUX Mutual Fund

NAV$14.17
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Returns Overview

1 Month
-0.25%
3 Months
-1.03%
6 Months
+1.36%
YTD
+1.44%
1 Year
-0.06%
3 Years (annualized)
+15.36%
5 Years (annualized)
-2.03%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEUX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+5.23%
vs Peers
-3.80%

BGEUX Mutual Fund Performance

BGEUX performance across multiple time periods: 1-month -0.25%, YTD 1.44%, 1-year -0.06%, 3-year 15.36%, 5-year -2.03%, 10-year 9.68%.

BGEUX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

BGEUX vs another fund shows side-by-side returns. BGEUX alternatives are available in the Mutual Fund Screener.