BGGIX Mutual Fund

BGGIX Mutual Fund

NAV$7.32
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Returns Overview

1 Month
+3.13%
3 Months
+0.55%
6 Months
+10.18%
YTD
+9.19%
1 Year
+15.47%
3 Years (annualized)
+10.76%
5 Years (annualized)
+2.83%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGGIX 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
MSCI AC World IMI(^MSCIACWIM)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+8.51%
vs Peers
+0.68%

BGGIX Mutual Fund Performance

BGGIX performance across multiple time periods: 1-month 3.13%, YTD 9.19%, 1-year 15.47%, 3-year 10.76%, 5-year 2.83%, 10-year 10.86%.

BGGIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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