BGIUX Mutual Fund

BGIUX Mutual Fund

NAV$14.50
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Returns Overview

6 Months
+0.03%
YTD
+1.14%
1 Year
+2.96%
3 Years (annualized)
+15.58%
5 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGIUX 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 ex USA Index (Net)
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+5.23%
vs Peers
-4.10%

BGIUX Mutual Fund Performance

BGIUX performance across multiple time periods: YTD 1.14%, 1-year 2.96%, 3-year 15.58%, 5-year 1.10%.

BGIUX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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