BGR ETF

BGR ETF
$18.24
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Returns Overview

1 Month
-1.76%
3 Months
+16.07%
6 Months
+1.96%
YTD
+36.15%
1 Year
+42.24%
3 Years (annualized)
+17.43%
5 Years (annualized)
+22.24%
10 Years (annualized)
+12.46%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGR 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

This ETF (YTD)
+36.15%
Peer Avg (YTD)
+19.29%
vs Peers
+16.86%

BGR ETF Performance

BGR performance across multiple time periods: 1-month -1.76%, YTD 36.15%, 1-year 42.24%, 3-year 17.43%, 5-year 22.24%, 10-year 12.46%.

BGR returns outperform the peer average of 19.29% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this ETF.

BGR vs another fund shows side-by-side returns. BGR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.76%N/A
3 Months+16.07%N/A
6 Months+1.96%N/A
1 Year+42.24%N/A
3 Years+17.43%N/A
5 Years+22.24%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized