BFGFX Mutual Fund

BFGFX Mutual Fund

NAV$64.54
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Returns Overview

1 Month
-5.06%
3 Months
-2.38%
6 Months
+10.48%
YTD
+5.28%
1 Year
+17.77%
3 Years (annualized)
+22.30%
5 Years (annualized)
+12.14%
10 Years (annualized)
+21.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFGFX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+6.72%
vs Peers
-1.44%

BFGFX Mutual Fund Performance

BFGFX performance across multiple time periods: 1-month -5.06%, YTD 5.28%, 1-year 17.77%, 3-year 22.30%, 5-year 12.14%, 10-year 21.33%.

BFGFX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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