BGVIX Mutual Fund

BGVIX Mutual Fund

NAV$37.42
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Returns Overview

1 Month
-1.24%
3 Months
+2.70%
6 Months
+2.22%
YTD
+2.22%
1 Year
+17.02%
3 Years (annualized)
+18.15%
5 Years (annualized)
+11.67%
10 Years (annualized)
+11.01%

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
PROUpgrade to run
🏦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)
+2.22%
Peer Avg (YTD)
+8.71%
vs Peers
-6.49%

BGVIX Mutual Fund Performance

BGVIX performance across multiple time periods: 1-month -1.24%, YTD 2.22%, 1-year 17.02%, 3-year 18.15%, 5-year 11.67%, 10-year 11.01%.

BGVIX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.00%, 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.