BGGKX Mutual Fund

BGGKX Mutual Fund

NAV$29.95
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Returns Overview

1 Month
-1.61%
3 Months
+3.81%
6 Months
-1.85%
YTD
-5.62%
1 Year
-10.99%
3 Years (annualized)
+11.34%
5 Years (annualized)
-5.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGGKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.62%
Peer Avg (YTD)
+6.23%
vs Peers
-11.86%

BGGKX Mutual Fund Performance

BGGKX performance across multiple time periods: 1-month -1.61%, YTD -5.62%, 1-year -10.99%, 3-year 11.34%, 5-year -5.68%.

BGGKX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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