BGASX Mutual Fund

BGASX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-1.82%
3 Months
-0.95%
6 Months
+10.47%
YTD
+1.50%
1 Year
+0.09%
3 Years (annualized)
+12.95%
5 Years (annualized)
+1.89%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGASX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+8.67%
vs Peers
-7.16%

BGASX Mutual Fund Performance

BGASX performance across multiple time periods: 1-month -1.82%, YTD 1.50%, 1-year 0.09%, 3-year 12.95%, 5-year 1.89%, 10-year 10.47%.

BGASX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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