BGNCX Mutual Fund

BGNCX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
+0.23%
3 Months
-1.05%
6 Months
-2.61%
YTD
-0.52%
1 Year
+1.24%
3 Years (annualized)
+2.89%
5 Years (annualized)
-1.15%
10 Years (annualized)
-0.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGNCX 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)
-0.52%
Peer Avg (YTD)
+2.15%
vs Peers
-2.67%

BGNCX Mutual Fund Performance

BGNCX performance across multiple time periods: 1-month 0.23%, YTD -0.52%, 1-year 1.24%, 3-year 2.89%, 5-year -1.15%, 10-year -0.20%.

BGNCX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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