BGLYX Mutual Fund

BGLYX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
-0.24%
3 Months
-2.65%
6 Months
+5.75%
YTD
+9.55%
1 Year
+15.52%
3 Years (annualized)
+10.85%
5 Years (annualized)
+7.37%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLYX 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)
+9.55%
Peer Avg (YTD)
+8.19%
vs Peers
+1.35%

BGLYX Mutual Fund Performance

BGLYX performance across multiple time periods: 1-month -0.24%, YTD 9.55%, 1-year 15.52%, 3-year 10.85%, 5-year 7.37%, 10-year 6.14%.

BGLYX returns outperform the peer average of 8.19% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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