BGLCX Mutual Fund

BGLCX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
-5.44%
3 Months
-7.56%
6 Months
-7.00%
YTD
+1.10%
1 Year
+2.86%
3 Years (annualized)
+11.42%
5 Years (annualized)
+5.55%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLCX 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
PROUpgrade to run
🏦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)
+1.10%
Peer Avg (YTD)
+0.92%
vs Peers
+0.18%

BGLCX Mutual Fund Performance

BGLCX performance across multiple time periods: 1-month -5.44%, YTD 1.10%, 1-year 2.86%, 3-year 11.42%, 5-year 5.55%, 10-year 4.95%.

BGLCX returns outperform the peer average of 0.92% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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