BGGSX Mutual Fund

BGGSX Mutual Fund

NAV$29.49
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Returns Overview

1 Month
-1.62%
3 Months
+3.80%
6 Months
-1.87%
YTD
-5.66%
1 Year
-11.07%
3 Years (annualized)
+11.23%
5 Years (annualized)
-5.77%

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)
-5.66%
Peer Avg (YTD)
+6.23%
vs Peers
-11.90%

BGGSX Mutual Fund Performance

BGGSX performance across multiple time periods: 1-month -1.62%, YTD -5.66%, 1-year -11.07%, 3-year 11.23%, 5-year -5.77%.

BGGSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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