BMGAX Mutual Fund

BMGAX Mutual Fund

NAV$22.84
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Returns Overview

1 Month
-6.45%
3 Months
-9.98%
6 Months
-7.14%
YTD
-4.73%
1 Year
-7.98%
3 Years (annualized)
+9.88%
5 Years (annualized)
-3.63%
10 Years (annualized)
+10.41%

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)
-4.73%
Peer Avg (YTD)
+8.01%
vs Peers
-12.74%

BMGAX Mutual Fund Performance

BMGAX performance across multiple time periods: 1-month -6.45%, YTD -4.73%, 1-year -7.98%, 3-year 9.88%, 5-year -3.63%, 10-year 10.41%.

BMGAX returns trail the peer average of 8.01% 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.