BGHBX Mutual Fund

BGHBX Mutual Fund

NAV$5.71
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Returns Overview

1 Month
-1.55%
3 Months
-5.13%
6 Months
-1.38%
YTD
-4.50%
1 Year
-3.54%
3 Years (annualized)
-16.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGHBX 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
MSCI ACWI Health Care Index(^MSACWHC)
This Mutual Fund (YTD)
-4.50%
Peer Avg (YTD)
-0.49%
vs Peers
-4.01%

BGHBX Mutual Fund Performance

BGHBX performance across multiple time periods: 1-month -1.55%, YTD -4.50%, 1-year -3.54%, 3-year -16.87%.

BGHBX returns trail the peer average of -0.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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