BGIVX Mutual Fund

NAV$13.92

Returns Overview

1 Month
-0.00%
3 Months
-0.00%
6 Months
-4.12%
YTD
-5.24%
1 Year
-3.28%
3 Years (annualized)
+7.64%
5 Years (annualized)
-0.69%
10 Years (annualized)
+7.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGIVX 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)
-5.24%
Peer Avg (YTD)
+8.97%
vs Peers
-14.21%

BGIVX Mutual Fund Performance

BGIVX performance across multiple time periods: 1-month -0.00%, YTD -5.24%, 1-year -3.28%, 3-year 7.64%, 5-year -0.69%, 10-year 7.35%.

BGIVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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