BFGBX Mutual Fund

BFGBX Mutual Fund

NAV$41.64
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Returns Overview

1 Month
+1.98%
3 Months
+2.32%
6 Months
+26.43%
YTD
+14.62%
1 Year
+13.82%
3 Years (annualized)
+22.12%
5 Years (annualized)
+9.35%
10 Years (annualized)
+16.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFGBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+8.68%
vs Peers
+5.94%

BFGBX Mutual Fund Performance

BFGBX performance across multiple time periods: 1-month 1.98%, YTD 14.62%, 1-year 13.82%, 3-year 22.12%, 5-year 9.35%, 10-year 16.81%.

BFGBX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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