BMGKX Mutual Fund

BMGKX Mutual Fund

NAV$33.67
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Returns Overview

1 Month
-6.96%
3 Months
+3.21%
6 Months
+7.11%
YTD
+7.52%
1 Year
+3.81%
3 Years (annualized)
+8.77%
5 Years (annualized)
-0.11%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMGKX 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)
+7.52%
Peer Avg (YTD)
+9.54%
vs Peers
-2.02%

BMGKX Mutual Fund Performance

BMGKX performance across multiple time periods: 1-month -6.96%, YTD 7.52%, 1-year 3.81%, 3-year 8.77%, 5-year -0.11%, 10-year 11.90%.

BMGKX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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