BSGSX Mutual Fund

BSGSX Mutual Fund

NAV$16.05
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Returns Overview

1 Month
+3.08%
3 Months
-2.66%
6 Months
-1.93%
YTD
+1.48%
1 Year
+2.08%
3 Years (annualized)
+5.34%
5 Years (annualized)
-4.03%

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
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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)
+1.48%
Peer Avg (YTD)
+12.21%
vs Peers
-10.72%

BSGSX Mutual Fund Performance

BSGSX performance across multiple time periods: 1-month 3.08%, YTD 1.48%, 1-year 2.08%, 3-year 5.34%, 5-year -4.03%.

BSGSX returns trail the peer average of 12.21% 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.