BGSRX Mutual Fund

BGSRX Mutual Fund

NAV$84.70
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Returns Overview

1 Month
+5.05%
3 Months
-3.75%
6 Months
+46.47%
YTD
+36.05%
1 Year
+35.48%
3 Years (annualized)
+33.39%
5 Years (annualized)
+12.93%
10 Years (annualized)
+24.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGSRX 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)
+36.05%
Peer Avg (YTD)
+16.41%
vs Peers
+19.65%

BGSRX Mutual Fund Performance

BGSRX performance across multiple time periods: 1-month 5.05%, YTD 36.05%, 1-year 35.48%, 3-year 33.39%, 5-year 12.93%, 10-year 24.67%.

BGSRX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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