BPGSX Mutual Fund

BPGSX Mutual Fund

NAV$8.48
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Returns Overview

YTD
+1.89%
1 Year
+12.43%
3 Years (annualized)
+15.26%

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
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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)
+1.89%
Peer Avg (YTD)
+9.42%
vs Peers
-7.53%

BPGSX Mutual Fund Performance

BPGSX performance across multiple time periods: YTD 1.89%, 1-year 12.43%, 3-year 15.26%.

BPGSX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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