BGLTX Mutual Fund

NAV$34.26

Returns Overview

1 Month
+6.31%
3 Months
-5.35%
6 Months
-17.17%
YTD
-10.87%
1 Year
+7.38%
3 Years (annualized)
+16.25%
5 Years (annualized)
-1.08%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLTX 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)
-10.87%
Peer Avg (YTD)
+3.42%
vs Peers
-14.28%

BGLTX Mutual Fund Performance

BGLTX performance across multiple time periods: 1-month 6.31%, YTD -10.87%, 1-year 7.38%, 3-year 16.25%, 5-year -1.08%, 10-year 15.29%.

BGLTX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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