BGRFX Mutual Fund

BGRFX Mutual Fund

NAV$61.43
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Returns Overview

1 Month
+7.81%
3 Months
+4.98%
6 Months
-5.17%
YTD
-7.68%
1 Year
-15.06%
3 Years (annualized)
-5.41%
5 Years (annualized)
-4.63%
10 Years (annualized)
+7.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.68%
Peer Avg (YTD)
+9.54%
vs Peers
-17.22%

BGRFX Mutual Fund Performance

BGRFX performance across multiple time periods: 1-month 7.81%, YTD -7.68%, 1-year -15.06%, 3-year -5.41%, 5-year -4.63%, 10-year 7.19%.

BGRFX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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