BGORX Mutual Fund

BGORX Mutual Fund

NAV$24.17
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Returns Overview

1 Month
-3.08%
3 Months
+0.03%
6 Months
+9.46%
YTD
+9.70%
1 Year
+15.09%
3 Years (annualized)
+19.49%
5 Years (annualized)
+10.54%
10 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGORX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+9.29%
vs Peers
+0.41%

BGORX Mutual Fund Performance

BGORX performance across multiple time periods: 1-month -3.08%, YTD 9.70%, 1-year 15.09%, 3-year 19.49%, 5-year 10.54%, 10-year 9.45%.

BGORX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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