BGEAX Mutual Fund

BGEAX Mutual Fund

NAV$35.47
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Returns Overview

1 Month
-5.71%
3 Months
+1.88%
6 Months
+4.56%
YTD
+4.03%
1 Year
+11.07%
3 Years (annualized)
+21.60%
5 Years (annualized)
+13.92%
10 Years (annualized)
+12.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEAX 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 World Index (Net)
This Mutual Fund (YTD)
+4.03%
Peer Avg (YTD)
+9.89%
vs Peers
-5.86%

BGEAX Mutual Fund Performance

BGEAX performance across multiple time periods: 1-month -5.71%, YTD 4.03%, 1-year 11.07%, 3-year 21.60%, 5-year 13.92%, 10-year 12.25%.

BGEAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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