BPGIX Mutual Fund

BPGIX Mutual Fund

NAV$31.92
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Returns Overview

1 Month
+4.47%
3 Months
+6.91%
6 Months
+7.69%
YTD
+11.39%
1 Year
+24.04%
3 Years (annualized)
+18.75%
5 Years (annualized)
+13.13%
10 Years (annualized)
+11.17%

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
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📉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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.39%
Peer Avg (YTD)
+11.41%
vs Peers
-0.02%

BPGIX Mutual Fund Performance

BPGIX performance across multiple time periods: 1-month 4.47%, YTD 11.39%, 1-year 24.04%, 3-year 18.75%, 5-year 13.13%, 10-year 11.17%.

BPGIX returns trail the peer average of 11.41% 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.