BKGPX Mutual Fund

BKGPX Mutual Fund

NAV$17.86
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Returns Overview

1 Month
-1.80%
3 Months
+2.82%
6 Months
+5.88%
YTD
+7.50%
1 Year
+15.83%
3 Years (annualized)
+13.24%
5 Years (annualized)
+7.09%
10 Years (annualized)
+8.96%

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)
+7.50%
Peer Avg (YTD)
+5.54%
vs Peers
+1.97%

BKGPX Mutual Fund Performance

BKGPX performance across multiple time periods: 1-month -1.80%, YTD 7.50%, 1-year 15.83%, 3-year 13.24%, 5-year 7.09%, 10-year 8.96%.

BKGPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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