BGHDX Mutual Fund

NAV$5.71

Returns Overview

1 Month
-1.72%
3 Months
-5.29%
6 Months
-1.55%
YTD
-4.50%
1 Year
-3.70%
3 Years (annualized)
-16.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

BGHDX Mutual Fund Performance

BGHDX performance across multiple time periods: 1-month -1.72%, YTD -4.50%, 1-year -3.70%, 3-year -16.87%.

BGHDX returns trail the peer average of -0.49% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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