BGIKX Mutual Fund

NAV$14.88

Returns Overview

1 Month
-0.55%
3 Months
+13.71%
6 Months
+7.91%
YTD
+6.65%
1 Year
+8.78%
3 Years (annualized)
+11.83%
5 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGIKX 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 ex USA Index (Net)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+8.97%
vs Peers
-2.32%

BGIKX Mutual Fund Performance

BGIKX performance across multiple time periods: 1-month -0.55%, YTD 6.65%, 1-year 8.78%, 3-year 11.83%, 5-year 1.55%.

BGIKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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