BGEVX Mutual Fund

BGEVX Mutual Fund

NAV$15.55
See how much of BGEVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.11%
3 Months
+2.43%
6 Months
+0.74%
YTD
+4.26%
1 Year
+9.76%
3 Years (annualized)
+7.74%
5 Years (annualized)
-1.89%
10 Years (annualized)
+9.22%

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)
+4.26%
Peer Avg (YTD)
+6.23%
vs Peers
-1.97%

BGEVX Mutual Fund Performance

BGEVX performance across multiple time periods: 1-month -0.11%, YTD 4.26%, 1-year 9.76%, 3-year 7.74%, 5-year -1.89%, 10-year 9.22%.

BGEVX returns trail the peer average of 6.23% 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.