BGEIX Mutual Fund

BGEIX Mutual Fund

NAV$31.18
See how much of BGEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.35%
3 Months
+16.00%
6 Months
-3.88%
YTD
+1.74%
1 Year
+16.99%
3 Years (annualized)
+54.76%
5 Years (annualized)
+26.27%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+7.76%
vs Peers
-6.02%

BGEIX Mutual Fund Performance

BGEIX performance across multiple time periods: 1-month -11.35%, YTD 1.74%, 1-year 16.99%, 3-year 54.76%, 5-year 26.27%, 10-year 14.92%.

BGEIX returns trail the peer average of 7.76% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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