BGEUX Mutual Fund

BGEUX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
-5.05%
3 Months
-0.89%
6 Months
+10.50%
YTD
+1.69%
1 Year
+0.90%
3 Years (annualized)
+12.56%
5 Years (annualized)
-1.95%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEUX 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)
+1.69%
Peer Avg (YTD)
+8.68%
vs Peers
-6.99%

BGEUX Mutual Fund Performance

BGEUX performance across multiple time periods: 1-month -5.05%, YTD 1.69%, 1-year 0.90%, 3-year 12.56%, 5-year -1.95%, 10-year 10.30%.

BGEUX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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