BGGCX Mutual Fund

BGGCX Mutual Fund

NAV$10.29
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Returns Overview

1 Month
-0.23%
3 Months
+0.03%
6 Months
+0.39%
YTD
+0.34%
1 Year
+2.62%
3 Years (annualized)
+6.22%
5 Years (annualized)
+3.04%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGGCX 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
Consumer Price Index + 3% annual risk premium
This Mutual Fund (YTD)
+0.34%
Peer Avg (YTD)
+0.12%
vs Peers
+0.22%

BGGCX Mutual Fund Performance

BGGCX performance across multiple time periods: 1-month -0.23%, YTD 0.34%, 1-year 2.62%, 3-year 6.22%, 5-year 3.04%, 10-year 4.70%.

BGGCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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