BGPTX Mutual Fund

BGPTX Mutual Fund

NAV$11.30
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Returns Overview

YTD
-6.69%
1 Year
-7.18%
3 Years (annualized)
+0.37%
5 Years (annualized)
-5.78%
10 Years (annualized)
+3.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGPTX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-6.69%
Peer Avg (YTD)
+15.80%
vs Peers
-22.49%

BGPTX Mutual Fund Performance

BGPTX performance across multiple time periods: YTD -6.69%, 1-year -7.18%, 3-year 0.37%, 5-year -5.78%, 10-year 3.02%.

BGPTX returns trail the peer average of 15.80% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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