BGEDX Mutual Fund

BGEDX Mutual Fund

NAV$34.03
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Returns Overview

1 Month
-0.83%
3 Months
-4.42%
6 Months
+18.84%
YTD
+20.87%
1 Year
+30.88%
3 Years (annualized)
+24.58%
5 Years (annualized)
+7.80%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEDX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.87%
Peer Avg (YTD)
+20.48%
vs Peers
+0.39%

BGEDX Mutual Fund Performance

BGEDX performance across multiple time periods: 1-month -0.83%, YTD 20.87%, 1-year 30.88%, 3-year 24.58%, 5-year 7.80%, 10-year 10.04%.

BGEDX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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