BUCGX Mutual Fund

BUCGX Mutual Fund

NAV$22.57
See how much of BUCGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.23%
3 Months
+2.55%
6 Months
+5.34%
YTD
+6.10%
1 Year
+12.08%
3 Years (annualized)
+11.42%
5 Years (annualized)
+7.91%

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
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
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+6.10%
Peer Avg (YTD)
+2.39%
vs Peers
+3.71%

BUCGX Mutual Fund Performance

BUCGX performance across multiple time periods: 1-month 0.23%, YTD 6.10%, 1-year 12.08%, 3-year 11.42%, 5-year 7.91%.

BUCGX returns outperform the peer average of 2.39% 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.