BSGLX Mutual Fund

NAV$34.01

Returns Overview

1 Month
+6.30%
3 Months
-5.39%
6 Months
-17.22%
YTD
-10.90%
1 Year
+7.26%
3 Years (annualized)
+16.14%
5 Years (annualized)
+0.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGLX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-10.90%
Peer Avg (YTD)
+3.42%
vs Peers
-14.31%

BSGLX Mutual Fund Performance

BSGLX performance across multiple time periods: 1-month 6.30%, YTD -10.90%, 1-year 7.26%, 3-year 16.14%, 5-year 0.52%.

BSGLX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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