BGLCX Mutual Fund

BGLCX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
-0.40%
3 Months
-2.91%
6 Months
+5.17%
YTD
+8.93%
1 Year
+14.41%
3 Years (annualized)
+9.66%
5 Years (annualized)
+6.29%
10 Years (annualized)
+5.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLCX 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)
+8.93%
Peer Avg (YTD)
+8.19%
vs Peers
+0.73%

BGLCX Mutual Fund Performance

BGLCX performance across multiple time periods: 1-month -0.40%, YTD 8.93%, 1-year 14.41%, 3-year 9.66%, 5-year 6.29%, 10-year 5.63%.

BGLCX returns outperform the peer average of 8.19% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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