BGFRX Mutual Fund

BGFRX Mutual Fund

NAV$12.31
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Returns Overview

1 Month
+2.96%
3 Months
+2.96%
6 Months
+24.90%
YTD
+10.52%
1 Year
+10.06%
3 Years (annualized)
+23.07%
5 Years (annualized)
+14.46%
10 Years (annualized)
+14.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGFRX 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
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+8.68%
vs Peers
+1.84%

BGFRX Mutual Fund Performance

BGFRX performance across multiple time periods: 1-month 2.96%, YTD 10.52%, 1-year 10.06%, 3-year 23.07%, 5-year 14.46%, 10-year 14.45%.

BGFRX 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.

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