BGKEX Mutual Fund

BGKEX Mutual Fund

NAV$32.46
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.94%
3 Months
+24.29%
6 Months
+29.40%
YTD
+26.35%
1 Year
+54.97%
3 Years (annualized)
+24.01%
5 Years (annualized)
+6.03%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.35%
Peer Avg (YTD)
+23.08%
vs Peers
+3.28%

BGKEX Mutual Fund Performance

BGKEX performance across multiple time periods: 1-month 0.94%, YTD 26.35%, 1-year 54.97%, 3-year 24.01%, 5-year 6.03%.

BGKEX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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