BGFIX Mutual Fund

BGFIX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-2.64%
3 Months
+3.91%
6 Months
+6.33%
YTD
+4.57%
1 Year
+8.57%
3 Years (annualized)
+14.46%
5 Years (annualized)
+7.69%
10 Years (annualized)
+14.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGFIX 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
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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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+6.23%
vs Peers
-1.66%

BGFIX Mutual Fund Performance

BGFIX performance across multiple time periods: 1-month -2.64%, YTD 4.57%, 1-year 8.57%, 3-year 14.46%, 5-year 7.69%, 10-year 14.51%.

BGFIX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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