BGCDX Mutual Fund

BGCDX Mutual Fund

NAV$6.18
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Returns Overview

1 Month
-6.76%
3 Months
-6.19%
6 Months
-4.46%
YTD
-12.66%
1 Year
-15.74%
3 Years (annualized)
+9.50%
5 Years (annualized)
-5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCDX 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 China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-12.66%
Peer Avg (YTD)
-4.06%
vs Peers
-8.59%

BGCDX Mutual Fund Performance

BGCDX performance across multiple time periods: 1-month -6.76%, YTD -12.66%, 1-year -15.74%, 3-year 9.50%, 5-year -5.06%.

BGCDX returns trail the peer average of -4.06% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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