BGVCX Mutual Fund

BGVCX Mutual Fund

NAV$34.68
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Returns Overview

1 Month
-5.77%
3 Months
+1.67%
6 Months
+4.14%
YTD
+3.45%
1 Year
+10.25%
3 Years (annualized)
+20.65%
5 Years (annualized)
+12.84%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGVCX 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 World Index (Net)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+9.89%
vs Peers
-6.44%

BGVCX Mutual Fund Performance

BGVCX performance across multiple time periods: 1-month -5.77%, YTD 3.45%, 1-year 10.25%, 3-year 20.65%, 5-year 12.84%, 10-year 10.61%.

BGVCX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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