BGSIX Mutual Fund

BGSIX Mutual Fund

NAV$99.10
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Returns Overview

1 Month
+5.69%
3 Months
-5.15%
6 Months
+30.03%
YTD
+31.01%
1 Year
+38.96%
3 Years (annualized)
+32.26%
5 Years (annualized)
+11.81%
10 Years (annualized)
+23.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGSIX 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)
+31.01%
Peer Avg (YTD)
+14.35%
vs Peers
+16.66%

BGSIX Mutual Fund Performance

BGSIX performance across multiple time periods: 1-month 5.69%, YTD 31.01%, 1-year 38.96%, 3-year 32.26%, 5-year 11.81%, 10-year 23.31%.

BGSIX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

BGSIX vs another fund shows side-by-side returns. BGSIX alternatives are available in the Mutual Fund Screener.