BGEZX Mutual Fund

BGEZX Mutual Fund

NAV$17.04
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Returns Overview

1 Month
+0.29%
3 Months
-5.27%
6 Months
+28.52%
YTD
+34.95%
1 Year
+52.57%
3 Years (annualized)
+30.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEZX 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
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📉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 Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+34.95%
Peer Avg (YTD)
+8.68%
vs Peers
+26.27%

BGEZX Mutual Fund Performance

BGEZX performance across multiple time periods: 1-month 0.29%, YTD 34.95%, 1-year 52.57%, 3-year 30.82%.

BGEZX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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