BGRIX Mutual Fund

BGRIX Mutual Fund

NAV$75.43
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Returns Overview

1 Month
+19.68%
3 Months
+13.35%
6 Months
+19.08%
YTD
+6.44%
1 Year
+6.94%
3 Years (annualized)
+2.67%
5 Years (annualized)
-3.49%
10 Years (annualized)
+9.42%

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)
+6.44%
Peer Avg (YTD)
+8.01%
vs Peers
-1.57%

BGRIX Mutual Fund Performance

BGRIX performance across multiple time periods: 1-month 19.68%, YTD 6.44%, 1-year 6.94%, 3-year 2.67%, 5-year -3.49%, 10-year 9.42%.

BGRIX returns trail the peer average of 8.01% 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.