BGCAX Mutual Fund

BGCAX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-1.29%
3 Months
-0.65%
6 Months
+1.33%
YTD
+0.77%
1 Year
+1.25%
3 Years (annualized)
+6.80%
5 Years (annualized)
+3.17%
10 Years (annualized)
+3.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCAX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+5.11%
vs Peers
-4.34%

BGCAX Mutual Fund Performance

BGCAX performance across multiple time periods: 1-month -1.29%, YTD 0.77%, 1-year 1.25%, 3-year 6.80%, 5-year 3.17%, 10-year 3.25%.

BGCAX returns trail the peer average of 5.11% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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