BGISX Mutual Fund

BGISX Mutual Fund

NAV$10.25
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Returns Overview

1 Month
-0.14%
3 Months
+0.30%
6 Months
+0.92%
YTD
+0.96%
1 Year
+3.74%
3 Years (annualized)
+7.37%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.88%

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)
+0.96%
Peer Avg (YTD)
+0.12%
vs Peers
+0.84%

BGISX Mutual Fund Performance

BGISX performance across multiple time periods: 1-month -0.14%, YTD 0.96%, 1-year 3.74%, 3-year 7.37%, 5-year 4.14%, 10-year 5.88%.

BGISX returns outperform the peer average of 0.12% 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.