BUCGX Mutual Fund

BUCGX Mutual Fund

NAV$22.53
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Returns Overview

1 Month
+1.95%
3 Months
+2.18%
6 Months
+7.80%
YTD
+8.17%
1 Year
+12.54%
3 Years (annualized)
+12.59%
5 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUCGX 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
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+4.75%
vs Peers
+3.42%

BUCGX Mutual Fund Performance

BUCGX performance across multiple time periods: 1-month 1.95%, YTD 8.17%, 1-year 12.54%, 3-year 12.59%, 5-year 8.08%.

BUCGX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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