BGEKX Mutual Fund

BGEKX Mutual Fund

NAV$14.58
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Returns Overview

1 Month
-5.02%
3 Months
-0.90%
6 Months
+10.45%
YTD
+1.63%
1 Year
+0.87%
3 Years (annualized)
+12.57%
5 Years (annualized)
-4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEKX 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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+8.67%
vs Peers
-7.04%

BGEKX Mutual Fund Performance

BGEKX performance across multiple time periods: 1-month -5.02%, YTD 1.63%, 1-year 0.87%, 3-year 12.57%, 5-year -4.49%.

BGEKX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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