BSGSX Mutual Fund

BSGSX Mutual Fund

NAV$16.10
See how much of BSGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.38%
3 Months
+0.75%
6 Months
+4.26%
YTD
+4.26%
1 Year
+2.47%
3 Years (annualized)
-0.43%
5 Years (annualized)
-2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+15.31%
vs Peers
-11.05%

BSGSX Mutual Fund Performance

BSGSX performance across multiple time periods: 1-month -6.38%, YTD 4.26%, 1-year 2.47%, 3-year -0.43%, 5-year -2.51%.

BSGSX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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