BGLYX Mutual Fund

BGLYX Mutual Fund

NAV$12.23
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Returns Overview

1 Month
-5.42%
3 Months
-7.29%
6 Months
-6.51%
YTD
+1.81%
1 Year
+3.80%
3 Years (annualized)
+12.47%
5 Years (annualized)
+6.57%
10 Years (annualized)
+6.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLYX 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)
+1.81%
Peer Avg (YTD)
+0.92%
vs Peers
+0.89%

BGLYX Mutual Fund Performance

BGLYX performance across multiple time periods: 1-month -5.42%, YTD 1.81%, 1-year 3.80%, 3-year 12.47%, 5-year 6.57%, 10-year 6.05%.

BGLYX returns outperform the peer average of 0.92% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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