BMGAX Mutual Fund

BMGAX Mutual Fund

NAV$25.79
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Returns Overview

1 Month
-6.96%
3 Months
+3.16%
6 Months
-10.84%
YTD
+7.34%
1 Year
+3.49%
3 Years (annualized)
+8.43%
5 Years (annualized)
-0.44%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMGAX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+9.54%
vs Peers
-2.20%

BMGAX Mutual Fund Performance

BMGAX performance across multiple time periods: 1-month -6.96%, YTD 7.34%, 1-year 3.49%, 3-year 8.43%, 5-year -0.44%, 10-year 11.53%.

BMGAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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