BSGSX Mutual Fund

BSGSX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
-0.81%
3 Months
-1.23%
6 Months
+1.71%
YTD
+3.42%
1 Year
+1.65%
3 Years (annualized)
+1.13%
5 Years (annualized)
-3.22%

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
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📉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)
+3.42%
Peer Avg (YTD)
+15.20%
vs Peers
-11.78%

BSGSX Mutual Fund Performance

BSGSX performance across multiple time periods: 1-month -0.81%, YTD 3.42%, 1-year 1.65%, 3-year 1.13%, 5-year -3.22%.

BSGSX returns trail the peer average of 15.20% 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.