BGGSX Mutual Fund

BGGSX Mutual Fund

NAV$29.20
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Returns Overview

1 Month
-0.18%
3 Months
+12.25%
6 Months
-4.73%
YTD
-4.11%
1 Year
-6.94%
3 Years (annualized)
+14.26%
5 Years (annualized)
-0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGGSX 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)
-4.11%
Peer Avg (YTD)
+8.97%
vs Peers
-13.08%

BGGSX Mutual Fund Performance

BGGSX performance across multiple time periods: 1-month -0.18%, YTD -4.11%, 1-year -6.94%, 3-year 14.26%, 5-year -0.72%.

BGGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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