BGVCX Mutual Fund

BGVCX Mutual Fund

NAV$36.83
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Returns Overview

1 Month
+5.84%
3 Months
+2.45%
6 Months
+6.19%
YTD
+9.49%
1 Year
+14.90%
3 Years (annualized)
+22.61%
5 Years (annualized)
+12.61%
10 Years (annualized)
+10.51%

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
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📉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 World Index (Net)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+10.38%
vs Peers
-0.90%

BGVCX Mutual Fund Performance

BGVCX performance across multiple time periods: 1-month 5.84%, YTD 9.49%, 1-year 14.90%, 3-year 22.61%, 5-year 12.61%, 10-year 10.51%.

BGVCX returns trail the peer average of 10.38% 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.