BRGNX Mutual Fund

NAV$48.24

Returns Overview

1 Month
-0.53%
3 Months
+15.10%
6 Months
+10.28%
YTD
+9.97%
1 Year
+21.88%
3 Years (annualized)
+20.32%
5 Years (annualized)
+12.62%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGNX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+9.51%
vs Peers
+0.46%

BRGNX Mutual Fund Performance

BRGNX performance across multiple time periods: 1-month -0.53%, YTD 9.97%, 1-year 21.88%, 3-year 20.32%, 5-year 12.62%, 10-year 14.99%.

BRGNX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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