BGSIX Mutual Fund

NAV$93.39

Returns Overview

1 Month
+3.45%
3 Months
+52.37%
6 Months
+42.88%
YTD
+41.70%
1 Year
+56.22%
3 Years (annualized)
+36.85%
5 Years (annualized)
+14.70%
10 Years (annualized)
+25.72%

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
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
MSCI ACWI Information Technology Index
This Mutual Fund (YTD)
+41.70%
Peer Avg (YTD)
+16.06%
vs Peers
+25.64%

BGSIX Mutual Fund Performance

BGSIX performance across multiple time periods: 1-month 3.45%, YTD 41.70%, 1-year 56.22%, 3-year 36.85%, 5-year 14.70%, 10-year 25.72%.

BGSIX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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