BGVCX Mutual Fund

BGVCX Mutual Fund

NAV$36.20
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Returns Overview

1 Month
+5.04%
3 Months
+3.66%
6 Months
+2.96%
YTD
+6.87%
1 Year
+22.83%
3 Years (annualized)
+18.58%
5 Years (annualized)
+12.68%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGVCX 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 AC World Growth Net Dividend Index(^MACWGENDI)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+11.12%
vs Peers
-4.25%

BGVCX Mutual Fund Performance

BGVCX performance across multiple time periods: 1-month 5.04%, YTD 6.87%, 1-year 22.83%, 3-year 18.58%, 5-year 12.68%, 10-year 10.56%.

BGVCX returns trail the peer average of 11.12% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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