BRGIX Mutual Fund

NAV$118.95

Returns Overview

1 Month
-2.97%
3 Months
+12.44%
6 Months
+1.48%
YTD
+1.92%
1 Year
+8.93%
3 Years (annualized)
+16.17%
5 Years (annualized)
+9.49%
10 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+8.97%
vs Peers
-7.05%

BRGIX Mutual Fund Performance

BRGIX performance across multiple time periods: 1-month -2.97%, YTD 1.92%, 1-year 8.93%, 3-year 16.17%, 5-year 9.49%, 10-year 14.46%.

BRGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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