BGVCX Mutual Fund

NAV$35.95
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Returns Overview

1 Month
-1.31%
3 Months
+2.43%
6 Months
+1.75%
YTD
+1.75%
1 Year
+15.86%
3 Years (annualized)
+18.39%
5 Years (annualized)
+12.40%
10 Years (annualized)
+11.35%

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

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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 AC World Growth Net Dividend Index(^MACWGENDI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+8.71%
vs Peers
-6.97%

BGVCX Mutual Fund Performance

BGVCX performance across multiple time periods: 1-month -1.31%, YTD 1.75%, 1-year 15.86%, 3-year 18.39%, 5-year 12.40%, 10-year 11.35%.

BGVCX returns trail the peer average of 8.71% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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