BSGRX Mutual Fund

BSGRX Mutual Fund

NAV$18.66
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Returns Overview

1 Month
-5.83%
3 Months
+2.22%
6 Months
+12.07%
YTD
+15.84%
1 Year
+31.57%
3 Years (annualized)
+15.49%
5 Years (annualized)
+5.43%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.84%
Peer Avg (YTD)
+15.31%
vs Peers
+0.53%

BSGRX Mutual Fund Performance

BSGRX performance across multiple time periods: 1-month -5.83%, YTD 15.84%, 1-year 31.57%, 3-year 15.49%, 5-year 5.43%, 10-year 10.97%.

BSGRX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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