BGSAX Mutual Fund

BGSAX Mutual Fund

NAV$85.24
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Returns Overview

1 Month
+5.08%
3 Months
-3.69%
6 Months
+46.65%
YTD
+36.31%
1 Year
+35.82%
3 Years (annualized)
+31.93%
5 Years (annualized)
+11.53%
10 Years (annualized)
+23.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGSAX 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 ACWI Information Technology Index
This Mutual Fund (YTD)
+36.31%
Peer Avg (YTD)
+16.41%
vs Peers
+19.90%

BGSAX Mutual Fund Performance

BGSAX performance across multiple time periods: 1-month 5.08%, YTD 36.31%, 1-year 35.82%, 3-year 31.93%, 5-year 11.53%, 10-year 23.01%.

BGSAX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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