BGRSX Mutual Fund

NAV$15.12

Returns Overview

1 Month
-0.98%
3 Months
-8.47%
6 Months
-5.50%
YTD
+0.27%
1 Year
+5.16%
3 Years (annualized)
+8.85%
5 Years (annualized)
+7.95%
10 Years (annualized)
+4.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+0.27%
Peer Avg (YTD)
+9.20%
vs Peers
-8.93%

BGRSX Mutual Fund Performance

BGRSX performance across multiple time periods: 1-month -0.98%, YTD 0.27%, 1-year 5.16%, 3-year 8.85%, 5-year 7.95%, 10-year 4.79%.

BGRSX returns trail the peer average of 9.20% YTD. With an expense ratio of 2.81%, investors should weigh costs against performance when evaluating this mutual fund.

BGRSX performance comparison shows side-by-side returns with another fund. BGRSX alternatives are available in the Mutual Fund Screener.