BGLFX Mutual Fund

NAV$27.07

Returns Overview

1 Month
-7.98%
3 Months
-8.29%
6 Months
-1.16%
YTD
+17.33%
1 Year
+19.92%
3 Years (annualized)
-9.59%
5 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+17.33%
Peer Avg (YTD)
+4.96%
vs Peers
+12.37%

BGLFX Mutual Fund Performance

BGLFX performance across multiple time periods: 1-month -7.98%, YTD 17.33%, 1-year 19.92%, 3-year -9.59%, 5-year 5.46%.

BGLFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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