BGFIX Mutual Fund

BGFIX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
+2.71%
3 Months
-1.68%
6 Months
+14.76%
YTD
+7.41%
1 Year
+9.96%
3 Years (annualized)
+16.00%
5 Years (annualized)
+7.50%
10 Years (annualized)
+15.03%

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
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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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+7.41%
Peer Avg (YTD)
+8.51%
vs Peers
-1.10%

BGFIX Mutual Fund Performance

BGFIX performance across multiple time periods: 1-month 2.71%, YTD 7.41%, 1-year 9.96%, 3-year 16.00%, 5-year 7.50%, 10-year 15.03%.

BGFIX returns trail the peer average of 8.51% 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.