BGELX Mutual Fund

BGELX Mutual Fund

NAV$32.75
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Returns Overview

1 Month
-4.13%
3 Months
+6.30%
6 Months
+18.13%
YTD
+20.12%
1 Year
+30.04%
3 Years (annualized)
+25.66%
5 Years (annualized)
+8.29%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGELX 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)
+20.12%
Peer Avg (YTD)
+20.48%
vs Peers
-0.36%

BGELX Mutual Fund Performance

BGELX performance across multiple time periods: 1-month -4.13%, YTD 20.12%, 1-year 30.04%, 3-year 25.66%, 5-year 8.29%, 10-year 11.64%.

BGELX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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