BGAFX Mutual Fund

BGAFX Mutual Fund

NAV$62.97
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Returns Overview

1 Month
+1.59%
3 Months
+3.25%
6 Months
+30.72%
YTD
+23.98%
1 Year
+32.41%
3 Years (annualized)
+28.11%
5 Years (annualized)
+1.92%
10 Years (annualized)
+15.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGAFX 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
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+23.98%
Peer Avg (YTD)
+8.68%
vs Peers
+15.30%

BGAFX Mutual Fund Performance

BGAFX performance across multiple time periods: 1-month 1.59%, YTD 23.98%, 1-year 32.41%, 3-year 28.11%, 5-year 1.92%, 10-year 15.96%.

BGAFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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