BGPKX Mutual Fund

NAV$1.93

Returns Overview

1 Month
+1.86%
3 Months
+2.09%
6 Months
+1.49%
YTD
+14.09%
1 Year
+13.44%
3 Years (annualized)
+7.29%
5 Years (annualized)
-1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGPKX 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)
+14.09%
Peer Avg (YTD)
+15.80%
vs Peers
-1.72%

BGPKX Mutual Fund Performance

BGPKX performance across multiple time periods: 1-month 1.86%, YTD 14.09%, 1-year 13.44%, 3-year 7.29%, 5-year -1.93%.

BGPKX returns trail the peer average of 15.80% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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