BGCBX Mutual Fund

BGCBX Mutual Fund

NAV$6.16
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Returns Overview

1 Month
-6.64%
3 Months
-6.21%
6 Months
-4.48%
YTD
-12.69%
1 Year
-15.67%
3 Years (annualized)
+9.36%
5 Years (annualized)
-5.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCBX 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 China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-12.69%
Peer Avg (YTD)
-4.06%
vs Peers
-8.63%

BGCBX Mutual Fund Performance

BGCBX performance across multiple time periods: 1-month -6.64%, YTD -12.69%, 1-year -15.67%, 3-year 9.36%, 5-year -5.14%.

BGCBX returns trail the peer average of -4.06% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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