BCGIX Mutual Fund

BCGIX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
-1.95%
3 Months
-1.38%
6 Months
+0.61%
YTD
-0.35%
1 Year
+0.34%
3 Years (annualized)
+7.35%
5 Years (annualized)
+4.14%
10 Years (annualized)
+2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCGIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Consumer Price Index + 3% annual risk premium
This Mutual Fund (YTD)
-0.35%
Peer Avg (YTD)
+0.50%
vs Peers
-0.84%

BCGIX Mutual Fund Performance

BCGIX performance across multiple time periods: 1-month -1.95%, YTD -0.35%, 1-year 0.34%, 3-year 7.35%, 5-year 4.14%, 10-year 2.96%.

BCGIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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