BPGIX Mutual Fund

BPGIX Mutual Fund

NAV$31.30
See how much of BPGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.18%
3 Months
-0.84%
6 Months
+6.02%
YTD
+10.46%
1 Year
+16.86%
3 Years (annualized)
+22.05%
5 Years (annualized)
+12.48%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPGIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.46%
Peer Avg (YTD)
+12.44%
vs Peers
-1.97%

BPGIX Mutual Fund Performance

BPGIX performance across multiple time periods: 1-month 3.18%, YTD 10.46%, 1-year 16.86%, 3-year 22.05%, 5-year 12.48%, 10-year 11.12%.

BPGIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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