BGRFX Mutual Fund

BGRFX Mutual Fund

NAV$60.03
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Returns Overview

1 Month
-10.61%
3 Months
+2.06%
6 Months
-0.56%
YTD
-11.23%
1 Year
-15.01%
3 Years (annualized)
-3.32%
5 Years (annualized)
-4.27%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.23%
Peer Avg (YTD)
+6.73%
vs Peers
-17.95%

BGRFX Mutual Fund Performance

BGRFX performance across multiple time periods: 1-month -10.61%, YTD -11.23%, 1-year -15.01%, 3-year -3.32%, 5-year -4.27%, 10-year 7.58%.

BGRFX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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