BKGPX Mutual Fund

BKGPX Mutual Fund

NAV$17.94
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Returns Overview

1 Month
+0.28%
3 Months
+11.88%
6 Months
+9.94%
YTD
+9.47%
1 Year
+18.90%
3 Years (annualized)
+14.35%
5 Years (annualized)
+8.44%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKGPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+5.87%
vs Peers
+3.61%

BKGPX Mutual Fund Performance

BKGPX performance across multiple time periods: 1-month 0.28%, YTD 9.47%, 1-year 18.90%, 3-year 14.35%, 5-year 8.44%, 10-year 9.61%.

BKGPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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