BGKEX Mutual Fund

BGKEX Mutual Fund

NAV$32.88
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Returns Overview

1 Month
+3.21%
3 Months
-2.73%
6 Months
+6.40%
YTD
+24.69%
1 Year
+43.71%
3 Years (annualized)
+24.38%
5 Years (annualized)
+7.61%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGKEX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.69%
Peer Avg (YTD)
+20.14%
vs Peers
+4.55%

BGKEX Mutual Fund Performance

BGKEX performance across multiple time periods: 1-month 3.21%, YTD 24.69%, 1-year 43.71%, 3-year 24.38%, 5-year 7.61%, 10-year 11.56%.

BGKEX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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