BGFRX Mutual Fund

BGFRX Mutual Fund

NAV$12.53
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Returns Overview

1 Month
+2.69%
3 Months
-1.66%
6 Months
+14.73%
YTD
+7.34%
1 Year
+9.94%
3 Years (annualized)
+23.07%
5 Years (annualized)
+14.46%
10 Years (annualized)
+14.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGFRX 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)
+7.34%
Peer Avg (YTD)
+8.51%
vs Peers
-1.17%

BGFRX Mutual Fund Performance

BGFRX performance across multiple time periods: 1-month 2.69%, YTD 7.34%, 1-year 9.94%, 3-year 23.07%, 5-year 14.46%, 10-year 14.45%.

BGFRX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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