BGGIX Mutual Fund

BGGIX Mutual Fund

NAV$7.16
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Returns Overview

1 Month
-0.83%
3 Months
-1.10%
6 Months
+18.06%
YTD
+8.28%
1 Year
+10.84%
3 Years (annualized)
+10.76%
5 Years (annualized)
+2.83%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGGIX 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 AC World IMI(^MSCIACWIM)
This Mutual Fund (YTD)
+8.28%
Peer Avg (YTD)
+8.68%
vs Peers
-0.40%

BGGIX Mutual Fund Performance

BGGIX performance across multiple time periods: 1-month -0.83%, YTD 8.28%, 1-year 10.84%, 3-year 10.76%, 5-year 2.83%, 10-year 10.86%.

BGGIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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