BGSCX Mutual Fund

BGSCX Mutual Fund

NAV$58.53
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Returns Overview

1 Month
+3.36%
3 Months
+52.00%
6 Months
+42.18%
YTD
+41.03%
1 Year
+54.68%
3 Years (annualized)
+37.81%
5 Years (annualized)
+16.69%
10 Years (annualized)
+26.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGSCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Information Technology Index
This Mutual Fund (YTD)
+41.03%
Peer Avg (YTD)
+16.06%
vs Peers
+24.97%

BGSCX Mutual Fund Performance

BGSCX performance across multiple time periods: 1-month 3.36%, YTD 41.03%, 1-year 54.68%, 3-year 37.81%, 5-year 16.69%, 10-year 26.90%.

BGSCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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