BGFRX Mutual Fund

NAV$12.02

Returns Overview

1 Month
-1.66%
3 Months
+21.31%
6 Months
+7.44%
YTD
+7.34%
1 Year
+14.63%
3 Years (annualized)
+23.84%
5 Years (annualized)
+15.92%

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
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)
+7.34%
Peer Avg (YTD)
+8.97%
vs Peers
-1.63%

BGFRX Mutual Fund Performance

BGFRX performance across multiple time periods: 1-month -1.66%, YTD 7.34%, 1-year 14.63%, 3-year 23.84%, 5-year 15.92%.

BGFRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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