BGISX Mutual Fund

BGISX Mutual Fund

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Returns Overview

1 Month
+0.74%
3 Months
+0.82%
6 Months
+1.99%
YTD
+1.71%
1 Year
+3.34%
3 Years (annualized)
+7.47%
5 Years (annualized)
+4.23%
10 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGISX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Consumer Price Index + 3% annual risk premium
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+2.15%
vs Peers
-0.44%

BGISX Mutual Fund Performance

BGISX performance across multiple time periods: 1-month 0.74%, YTD 1.71%, 1-year 3.34%, 3-year 7.47%, 5-year 4.23%, 10-year 3.16%.

BGISX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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