BGKEX Mutual Fund

BGKEX Mutual Fund

NAV$32.39
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Returns Overview

1 Month
-0.85%
3 Months
-4.46%
6 Months
+18.75%
YTD
+20.72%
1 Year
+30.66%
3 Years (annualized)
+24.38%
5 Years (annualized)
+7.61%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGKEX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.72%
Peer Avg (YTD)
+20.47%
vs Peers
+0.25%

BGKEX Mutual Fund Performance

BGKEX performance across multiple time periods: 1-month -0.85%, YTD 20.72%, 1-year 30.66%, 3-year 24.38%, 5-year 7.61%, 10-year 11.56%.

BGKEX returns outperform the peer average of 20.47% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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