BMGCX Mutual Fund

BMGCX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-7.03%
3 Months
+2.94%
6 Months
-20.21%
YTD
+6.90%
1 Year
+2.73%
3 Years (annualized)
+7.62%
5 Years (annualized)
-1.18%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMGCX 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)
+6.90%
Peer Avg (YTD)
+9.54%
vs Peers
-2.64%

BMGCX Mutual Fund Performance

BMGCX performance across multiple time periods: 1-month -7.03%, YTD 6.90%, 1-year 2.73%, 3-year 7.62%, 5-year -1.18%, 10-year 10.71%.

BMGCX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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