BRGPX Mutual Fund

NAV$17.37

Returns Overview

1 Month
+0.23%
3 Months
+11.80%
6 Months
+9.66%
YTD
+9.18%
1 Year
+18.27%
3 Years (annualized)
+13.74%
5 Years (annualized)
+6.81%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+5.87%
vs Peers
+3.31%

BRGPX Mutual Fund Performance

BRGPX performance across multiple time periods: 1-month 0.23%, YTD 9.18%, 1-year 18.27%, 3-year 13.74%, 5-year 6.81%, 10-year 8.73%.

BRGPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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