BGRWX Mutual Fund

NAV$29.13

Returns Overview

1 Month
-2.56%
3 Months
+8.35%
6 Months
-2.53%
YTD
-2.35%
1 Year
+5.11%
3 Years (annualized)
+14.41%
5 Years (annualized)
+14.30%
10 Years (annualized)
+18.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRWX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-2.35%
Peer Avg (YTD)
+8.97%
vs Peers
-11.32%

BGRWX Mutual Fund Performance

BGRWX performance across multiple time periods: 1-month -2.56%, YTD -2.35%, 1-year 5.11%, 3-year 14.41%, 5-year 14.30%, 10-year 18.02%.

BGRWX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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