BGRIX Mutual Fund

BGRIX Mutual Fund

NAV$64.95
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Returns Overview

1 Month
-10.59%
3 Months
+2.13%
6 Months
-0.43%
YTD
-11.06%
1 Year
-14.79%
3 Years (annualized)
-3.07%
5 Years (annualized)
-4.03%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.06%
Peer Avg (YTD)
+6.72%
vs Peers
-17.79%

BGRIX Mutual Fund Performance

BGRIX performance across multiple time periods: 1-month -10.59%, YTD -11.06%, 1-year -14.79%, 3-year -3.07%, 5-year -4.03%, 10-year 7.86%.

BGRIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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