BGSIX Mutual Fund

BGSIX Mutual Fund

NAV$92.50
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Returns Overview

1 Month
-13.24%
3 Months
+5.83%
6 Months
+11.17%
YTD
+23.96%
1 Year
+31.57%
3 Years (annualized)
+28.90%
5 Years (annualized)
+11.25%
10 Years (annualized)
+23.00%

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)
+23.96%
Peer Avg (YTD)
+11.56%
vs Peers
+12.40%

BGSIX Mutual Fund Performance

BGSIX performance across multiple time periods: 1-month -13.24%, YTD 23.96%, 1-year 31.57%, 3-year 28.90%, 5-year 11.25%, 10-year 23.00%.

BGSIX returns outperform the peer average of 11.56% 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.