BGSRX Mutual Fund

NAV$80.14

Returns Overview

1 Month
+3.41%
3 Months
+52.18%
6 Months
+42.55%
YTD
+41.36%
1 Year
+55.45%
3 Years (annualized)
+38.01%
5 Years (annualized)
+16.66%
10 Years (annualized)
+27.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGSRX 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)
+41.36%
Peer Avg (YTD)
+16.06%
vs Peers
+25.29%

BGSRX Mutual Fund Performance

BGSRX performance across multiple time periods: 1-month 3.41%, YTD 41.36%, 1-year 55.45%, 3-year 38.01%, 5-year 16.66%, 10-year 27.07%.

BGSRX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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