BGORX Mutual Fund

NAV$25.28

Returns Overview

1 Month
+0.60%
3 Months
+9.43%
6 Months
+10.88%
YTD
+9.67%
1 Year
+20.87%
3 Years (annualized)
+17.72%
5 Years (annualized)
+10.20%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGORX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+9.13%
vs Peers
+0.54%

BGORX Mutual Fund Performance

BGORX performance across multiple time periods: 1-month 0.60%, YTD 9.67%, 1-year 20.87%, 3-year 17.72%, 5-year 10.20%, 10-year 9.69%.

BGORX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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