BEGRX Mutual Fund

BEGRX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
-2.36%
3 Months
+4.69%
6 Months
+9.05%
YTD
+6.65%
1 Year
+14.04%
3 Years (annualized)
+15.16%
5 Years (annualized)
+8.16%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEGRX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+10.00%
vs Peers
-3.34%

BEGRX Mutual Fund Performance

BEGRX performance across multiple time periods: 1-month -2.36%, YTD 6.65%, 1-year 14.04%, 3-year 15.16%, 5-year 8.16%, 10-year 10.01%.

BEGRX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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