BGLAX Mutual Fund

BGLAX Mutual Fund

NAV$12.27
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Returns Overview

1 Month
-5.39%
3 Months
-7.41%
6 Months
-6.63%
YTD
+1.69%
1 Year
+3.60%
3 Years (annualized)
+12.17%
5 Years (annualized)
+6.30%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLAX 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
Dow Jones Brookfield Global Infrastructure Composite Index(^DJBGICU)
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+0.92%
vs Peers
+0.78%

BGLAX Mutual Fund Performance

BGLAX performance across multiple time periods: 1-month -5.39%, YTD 1.69%, 1-year 3.60%, 3-year 12.17%, 5-year 6.30%, 10-year 5.79%.

BGLAX returns outperform the peer average of 0.92% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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