BSGIX Mutual Fund

BSGIX Mutual Fund

NAV$16.38
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Returns Overview

1 Month
-6.41%
3 Months
+0.73%
6 Months
+4.36%
YTD
+4.36%
1 Year
+2.67%
3 Years (annualized)
-0.18%
5 Years (annualized)
-3.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGIX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+4.36%
Peer Avg (YTD)
+15.31%
vs Peers
-10.95%

BSGIX Mutual Fund Performance

BSGIX performance across multiple time periods: 1-month -6.41%, YTD 4.36%, 1-year 2.67%, 3-year -0.18%, 5-year -3.01%.

BSGIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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