BCEGX Mutual Fund

BCEGX Mutual Fund

NAV$18.17
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Returns Overview

1 Month
-3.49%
3 Months
-0.28%
6 Months
+5.48%
YTD
+4.43%
1 Year
+2.94%
3 Years (annualized)
+0.14%
5 Years (annualized)
+0.89%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCEGX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+4.43%
Peer Avg (YTD)
+10.00%
vs Peers
-5.57%

BCEGX Mutual Fund Performance

BCEGX performance across multiple time periods: 1-month -3.49%, YTD 4.43%, 1-year 2.94%, 3-year 0.14%, 5-year 0.89%, 10-year 7.37%.

BCEGX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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