BRGIX Mutual Fund

BRGIX Mutual Fund

NAV$118.85
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Returns Overview

1 Month
+4.95%
3 Months
+5.93%
6 Months
+6.79%
YTD
+6.97%
1 Year
+12.55%
3 Years (annualized)
+16.57%
5 Years (annualized)
+9.84%
10 Years (annualized)
+14.45%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.97%
Peer Avg (YTD)
+6.23%
vs Peers
+0.73%

BRGIX Mutual Fund Performance

BRGIX performance across multiple time periods: 1-month 4.95%, YTD 6.97%, 1-year 12.55%, 3-year 16.57%, 5-year 9.84%, 10-year 14.45%.

BRGIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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