BGLAX Mutual Fund

BGLAX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
-0.32%
3 Months
-2.71%
6 Months
+5.60%
YTD
+9.48%
1 Year
+15.26%
3 Years (annualized)
+10.50%
5 Years (annualized)
+7.06%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLAX 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
Dow Jones Brookfield Global Infrastructure Composite Index(^DJBGICU)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+8.19%
vs Peers
+1.29%

BGLAX Mutual Fund Performance

BGLAX performance across multiple time periods: 1-month -0.32%, YTD 9.48%, 1-year 15.26%, 3-year 10.50%, 5-year 7.06%, 10-year 5.85%.

BGLAX returns outperform the peer average of 8.19% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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