BGLSX Mutual Fund

NAV$15.43

Returns Overview

1 Month
-0.96%
3 Months
-8.37%
6 Months
-5.28%
YTD
+0.52%
1 Year
+5.51%
3 Years (annualized)
+9.12%
5 Years (annualized)
+8.23%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLSX 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 World Index(MDWO)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+9.20%
vs Peers
-8.68%

BGLSX Mutual Fund Performance

BGLSX performance across multiple time periods: 1-month -0.96%, YTD 0.52%, 1-year 5.51%, 3-year 9.12%, 5-year 8.23%, 10-year 5.06%.

BGLSX returns trail the peer average of 9.20% YTD. With an expense ratio of 2.56%, investors should weigh costs against performance when evaluating this mutual fund.

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