BGRIX Mutual Fund

BGRIX Mutual Fund

NAV$65.02
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Returns Overview

1 Month
+7.84%
3 Months
+5.06%
6 Months
-5.05%
YTD
-7.55%
1 Year
-14.84%
3 Years (annualized)
-5.75%
5 Years (annualized)
-4.39%
10 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.55%
Peer Avg (YTD)
+9.54%
vs Peers
-17.09%

BGRIX Mutual Fund Performance

BGRIX performance across multiple time periods: 1-month 7.84%, YTD -7.55%, 1-year -14.84%, 3-year -5.75%, 5-year -4.39%, 10-year 7.47%.

BGRIX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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