BGIVX Mutual Fund

BGIVX Mutual Fund

NAV$13.92
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Returns Overview

3 Months
+0.00%
YTD
-5.24%
1 Year
-2.98%
3 Years (annualized)
+9.26%
5 Years (annualized)
-0.84%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGIVX 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)
-5.24%
Peer Avg (YTD)
+8.68%
vs Peers
-13.92%

BGIVX Mutual Fund Performance

BGIVX performance across multiple time periods: YTD -5.24%, 1-year -2.98%, 3-year 9.26%, 5-year -0.84%, 10-year 6.45%.

BGIVX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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