BGRKX Mutual Fund

BGRKX Mutual Fund

NAV$9.36
See how much of BGRKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.22%
3 Months
+2.44%
6 Months
+3.59%
YTD
+2.33%
1 Year
+4.05%
3 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRKX 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
PROUpgrade to run

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)
+2.33%
Peer Avg (YTD)
-3.87%
vs Peers
+6.20%

BGRKX Mutual Fund Performance

BGRKX performance across multiple time periods: 1-month -0.22%, YTD 2.33%, 1-year 4.05%, 3-year 4.37%.

BGRKX returns outperform the peer average of -3.87% YTD. With an expense ratio of 1.93%, investors should weigh costs against performance when evaluating this mutual fund.

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