BGIFX Mutual Fund

BGIFX Mutual Fund

NAV$15.25
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Returns Overview

1 Month
-3.02%
3 Months
+1.04%
6 Months
+14.93%
YTD
+7.84%
1 Year
+10.39%
3 Years (annualized)
+15.18%
5 Years (annualized)
+2.31%
10 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGIFX 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)
+7.84%
Peer Avg (YTD)
+8.67%
vs Peers
-0.82%

BGIFX Mutual Fund Performance

BGIFX performance across multiple time periods: 1-month -3.02%, YTD 7.84%, 1-year 10.39%, 3-year 15.18%, 5-year 2.31%, 10-year 6.20%.

BGIFX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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