BGSIX Mutual Fund

BGSIX Mutual Fund

NAV$97.33
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Returns Overview

1 Month
+5.11%
3 Months
-3.63%
6 Months
+46.84%
YTD
+36.56%
1 Year
+36.15%
3 Years (annualized)
+32.26%
5 Years (annualized)
+11.81%
10 Years (annualized)
+23.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGSIX 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)
+36.56%
Peer Avg (YTD)
+16.41%
vs Peers
+20.16%

BGSIX Mutual Fund Performance

BGSIX performance across multiple time periods: 1-month 5.11%, YTD 36.56%, 1-year 36.15%, 3-year 32.26%, 5-year 11.81%, 10-year 23.31%.

BGSIX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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