BGAIX Mutual Fund

BGAIX Mutual Fund

NAV$64.81
See how much of BGAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.61%
3 Months
+3.32%
6 Months
+30.89%
YTD
+24.22%
1 Year
+32.74%
3 Years (annualized)
+28.34%
5 Years (annualized)
+2.13%
10 Years (annualized)
+16.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGAIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+24.22%
Peer Avg (YTD)
+8.68%
vs Peers
+15.54%

BGAIX Mutual Fund Performance

BGAIX performance across multiple time periods: 1-month 1.61%, YTD 24.22%, 1-year 32.74%, 3-year 28.34%, 5-year 2.13%, 10-year 16.21%.

BGAIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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