BGEVX Mutual Fund

BGEVX Mutual Fund

NAV$14.52
See how much of BGEVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.51%
3 Months
+5.25%
6 Months
+7.07%
YTD
+8.96%
1 Year
+10.61%
3 Years (annualized)
+12.91%
5 Years (annualized)
-1.73%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEVX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+8.96%
Peer Avg (YTD)
+8.51%
vs Peers
+0.45%

BGEVX Mutual Fund Performance

BGEVX performance across multiple time periods: 1-month 4.51%, YTD 8.96%, 1-year 10.61%, 3-year 12.91%, 5-year -1.73%, 10-year 7.47%.

BGEVX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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