BGEFX Mutual Fund

BGEFX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-5.05%
3 Months
-0.89%
6 Months
+10.52%
YTD
+1.71%
1 Year
+0.93%
3 Years (annualized)
+12.85%
5 Years (annualized)
-1.78%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEFX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+1.71%
Peer Avg (YTD)
+8.67%
vs Peers
-6.96%

BGEFX Mutual Fund Performance

BGEFX performance across multiple time periods: 1-month -5.05%, YTD 1.71%, 1-year 0.93%, 3-year 12.85%, 5-year -1.78%, 10-year 8.37%.

BGEFX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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