BGVIX Mutual Fund

BGVIX Mutual Fund

NAV$37.78
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Returns Overview

1 Month
+5.12%
3 Months
+3.93%
6 Months
+3.50%
YTD
+7.46%
1 Year
+24.05%
3 Years (annualized)
+19.75%
5 Years (annualized)
+13.80%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGVIX 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)
+7.46%
Peer Avg (YTD)
+11.12%
vs Peers
-3.66%

BGVIX Mutual Fund Performance

BGVIX performance across multiple time periods: 1-month 5.12%, YTD 7.46%, 1-year 24.05%, 3-year 19.75%, 5-year 13.80%, 10-year 11.67%.

BGVIX returns trail the peer average of 11.12% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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