BGNAX Mutual Fund

BGNAX Mutual Fund

NAV$8.89
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Returns Overview

1 Month
-1.57%
3 Months
-1.18%
6 Months
-1.17%
YTD
-0.43%
1 Year
+3.28%
3 Years (annualized)
+3.22%
5 Years (annualized)
-0.51%
10 Years (annualized)
+0.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGNAX 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
Bloomberg US GNMA Index
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+0.12%
vs Peers
-0.55%

BGNAX Mutual Fund Performance

BGNAX performance across multiple time periods: 1-month -1.57%, YTD -0.43%, 1-year 3.28%, 3-year 3.22%, 5-year -0.51%, 10-year 0.51%.

BGNAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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