BGEHX Mutual Fund

BGEHX Mutual Fund

NAV$32.55
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Returns Overview

1 Month
-0.85%
3 Months
-4.46%
6 Months
+18.74%
YTD
+20.72%
1 Year
+30.67%
3 Years (annualized)
+24.40%
5 Years (annualized)
+7.64%
10 Years (annualized)
+9.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEHX 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)
+20.72%
Peer Avg (YTD)
+20.48%
vs Peers
+0.24%

BGEHX Mutual Fund Performance

BGEHX performance across multiple time periods: 1-month -0.85%, YTD 20.72%, 1-year 30.67%, 3-year 24.40%, 5-year 7.64%, 10-year 9.88%.

BGEHX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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