BGRAX Mutual Fund

BGRAX Mutual Fund

NAV$9.33
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Returns Overview

1 Month
-0.33%
3 Months
+2.23%
6 Months
+3.38%
YTD
+2.23%
1 Year
+3.73%
3 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRAX 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
Ice BofA 3 Mnt Treasury Bill Index(ICEBOFA3MTBI)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
-3.87%
vs Peers
+6.09%

BGRAX Mutual Fund Performance

BGRAX performance across multiple time periods: 1-month -0.33%, YTD 2.23%, 1-year 3.73%, 3-year 4.06%.

BGRAX returns outperform the peer average of -3.87% YTD. With an expense ratio of 2.23%, investors should weigh costs against performance when evaluating this mutual fund.

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