BGFIX Mutual Fund

NAV$11.92

Returns Overview

1 Month
-1.68%
3 Months
+21.41%
6 Months
+7.51%
YTD
+7.41%
1 Year
+14.59%
3 Years (annualized)
+16.73%
5 Years (annualized)
+11.88%
10 Years (annualized)
+19.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+8.97%
vs Peers
-1.56%

BGFIX Mutual Fund Performance

BGFIX performance across multiple time periods: 1-month -1.68%, YTD 7.41%, 1-year 14.59%, 3-year 16.73%, 5-year 11.88%, 10-year 19.03%.

BGFIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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