BPGSX Mutual Fund

NAV$8.48

Returns Overview

6 Months
+2.52%
YTD
+1.89%
1 Year
+10.80%
3 Years (annualized)
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPGSX 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)
+1.89%
Peer Avg (YTD)
+9.13%
vs Peers
-7.24%

BPGSX Mutual Fund Performance

BPGSX performance across multiple time periods: YTD 1.89%, 1-year 10.80%, 3-year 16.62%.

BPGSX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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