BGLAX Mutual Fund

NAV$12.91

Returns Overview

1 Month
+1.97%
3 Months
+0.84%
6 Months
+10.59%
YTD
+9.83%
1 Year
+15.14%
3 Years (annualized)
+11.06%
5 Years (annualized)
+7.53%
10 Years (annualized)
+6.02%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Dow Jones Brookfield Global Infrastructure Composite Index(^DJBGICU)
This Mutual Fund (YTD)
+9.83%
Peer Avg (YTD)
+10.15%
vs Peers
-0.31%

BGLAX Mutual Fund Performance

BGLAX performance across multiple time periods: 1-month 1.97%, YTD 9.83%, 1-year 15.14%, 3-year 11.06%, 5-year 7.53%, 10-year 6.02%.

BGLAX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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