BGSAX Mutual Fund

NAV$81.82
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Returns Overview

1 Month
+3.43%
3 Months
+52.27%
6 Months
+42.71%
YTD
+41.53%
1 Year
+55.85%
3 Years (annualized)
+38.35%
5 Years (annualized)
+16.96%
10 Years (annualized)
+27.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGSAX 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

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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 ACWI Information Technology Index
This Mutual Fund (YTD)
+41.53%
Peer Avg (YTD)
+16.06%
vs Peers
+25.46%

BGSAX Mutual Fund Performance

BGSAX performance across multiple time periods: 1-month 3.43%, YTD 41.53%, 1-year 55.85%, 3-year 38.35%, 5-year 16.96%, 10-year 27.40%.

BGSAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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