BGESX Mutual Fund

BGESX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-5.04%
3 Months
-0.90%
6 Months
+10.42%
YTD
+1.56%
1 Year
+0.75%
3 Years (annualized)
+12.64%
5 Years (annualized)
-1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGESX 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)
+1.56%
Peer Avg (YTD)
+8.68%
vs Peers
-7.12%

BGESX Mutual Fund Performance

BGESX performance across multiple time periods: 1-month -5.04%, YTD 1.56%, 1-year 0.75%, 3-year 12.64%, 5-year -1.97%.

BGESX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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