BGVIX Mutual Fund

BGVIX Mutual Fund

NAV$36.13
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Returns Overview

1 Month
-5.69%
3 Months
+1.95%
6 Months
+4.70%
YTD
+4.22%
1 Year
+11.37%
3 Years (annualized)
+21.74%
5 Years (annualized)
+13.90%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGVIX 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)
+4.22%
Peer Avg (YTD)
+9.89%
vs Peers
-5.68%

BGVIX Mutual Fund Performance

BGVIX performance across multiple time periods: 1-month -5.69%, YTD 4.22%, 1-year 11.37%, 3-year 21.74%, 5-year 13.90%, 10-year 11.69%.

BGVIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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