BGGIX Mutual Fund

NAV$7.22

Returns Overview

1 Month
+0.83%
3 Months
+19.38%
6 Months
+9.82%
YTD
+9.49%
1 Year
+16.58%
3 Years (annualized)
+9.84%
5 Years (annualized)
+4.33%
10 Years (annualized)
+11.41%

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
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
MSCI AC World IMI(^MSCIACWIM)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+8.97%
vs Peers
+0.52%

BGGIX Mutual Fund Performance

BGGIX performance across multiple time periods: 1-month 0.83%, YTD 9.49%, 1-year 16.58%, 3-year 9.84%, 5-year 4.33%, 10-year 11.41%.

BGGIX returns outperform 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.

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