BGLUX Mutual Fund

BGLUX Mutual Fund

NAV$65.01
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Returns Overview

1 Month
+10.92%
3 Months
+11.73%
6 Months
+24.85%
YTD
+22.23%
1 Year
+35.65%
3 Years (annualized)
+28.42%
5 Years (annualized)
+2.17%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLUX 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
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📉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
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+22.23%
Peer Avg (YTD)
+8.51%
vs Peers
+13.72%

BGLUX Mutual Fund Performance

BGLUX performance across multiple time periods: 1-month 10.92%, YTD 22.23%, 1-year 35.65%, 3-year 28.42%, 5-year 2.17%, 10-year 16.23%.

BGLUX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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