BPGIX Mutual Fund

NAV$31.74

Returns Overview

1 Month
+1.67%
3 Months
+7.32%
6 Months
+7.32%
YTD
+6.63%
1 Year
+17.92%
3 Years (annualized)
+18.36%
5 Years (annualized)
+11.97%
10 Years (annualized)
+11.14%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+9.49%
vs Peers
-2.86%

BPGIX Mutual Fund Performance

BPGIX performance across multiple time periods: 1-month 1.67%, YTD 6.63%, 1-year 17.92%, 3-year 18.36%, 5-year 11.97%, 10-year 11.14%.

BPGIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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