BRGPX Mutual Fund

BRGPX Mutual Fund

NAV$17.29
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Returns Overview

1 Month
-1.86%
3 Months
+2.67%
6 Months
+5.61%
YTD
+7.15%
1 Year
+15.20%
3 Years (annualized)
+12.37%
5 Years (annualized)
+6.35%
10 Years (annualized)
+8.28%

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
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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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+5.54%
vs Peers
+1.61%

BRGPX Mutual Fund Performance

BRGPX performance across multiple time periods: 1-month -1.86%, YTD 7.15%, 1-year 15.20%, 3-year 12.37%, 5-year 6.35%, 10-year 8.28%.

BRGPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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