BGRUX Mutual Fund

NAV$66.06
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-3.45%
3 Months
-2.51%
6 Months
-14.27%
YTD
-12.92%
1 Year
-23.82%
3 Years (annualized)
-7.09%
5 Years (annualized)
-5.30%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRUX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-12.92%
Peer Avg (YTD)
+10.82%
vs Peers
-23.73%

BGRUX Mutual Fund Performance

BGRUX performance across multiple time periods: 1-month -3.45%, YTD -12.92%, 1-year -23.82%, 3-year -7.09%, 5-year -5.30%, 10-year 7.00%.

BGRUX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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