BFGUX Mutual Fund

BFGUX Mutual Fund

NAV$67.98
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Returns Overview

1 Month
-5.06%
3 Months
-2.33%
6 Months
+10.61%
YTD
+5.46%
1 Year
+18.06%
3 Years (annualized)
+22.63%
5 Years (annualized)
+12.43%
10 Years (annualized)
+21.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFGUX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.46%
Peer Avg (YTD)
+6.72%
vs Peers
-1.27%

BFGUX Mutual Fund Performance

BFGUX performance across multiple time periods: 1-month -5.06%, YTD 5.46%, 1-year 18.06%, 3-year 22.63%, 5-year 12.43%, 10-year 21.65%.

BFGUX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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