BSGAX Mutual Fund

BSGAX Mutual Fund

NAV$8.37
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Returns Overview

3 Months
+0.74%
6 Months
+1.83%
YTD
+0.36%
1 Year
+4.64%
3 Years (annualized)
+5.24%
5 Years (annualized)
+2.47%
10 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGAX 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
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+1.66%
vs Peers
-1.30%

BSGAX Mutual Fund Performance

BSGAX performance across multiple time periods: YTD 0.36%, 1-year 4.64%, 3-year 5.24%, 5-year 2.47%, 10-year 2.76%.

BSGAX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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