BGUKX Mutual Fund

NAV$5.48

Returns Overview

1 Month
-2.99%
3 Months
-9.66%
6 Months
-0.72%
YTD
-2.99%
1 Year
+5.14%
3 Years (annualized)
-7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGUKX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-2.99%
Peer Avg (YTD)
-1.90%
vs Peers
-1.09%

BGUKX Mutual Fund Performance

BGUKX performance across multiple time periods: 1-month -2.99%, YTD -2.99%, 1-year 5.14%, 3-year -7.82%.

BGUKX returns trail the peer average of -1.90% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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