BKGPX Mutual Fund

BKGPX Mutual Fund

NAV$17.72
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Returns Overview

1 Month
-1.40%
3 Months
-1.29%
6 Months
+10.43%
YTD
+8.06%
1 Year
+10.92%
3 Years (annualized)
+14.57%
5 Years (annualized)
+7.20%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKGPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+4.96%
vs Peers
+3.09%

BKGPX Mutual Fund Performance

BKGPX performance across multiple time periods: 1-month -1.40%, YTD 8.06%, 1-year 10.92%, 3-year 14.57%, 5-year 7.20%, 10-year 9.15%.

BKGPX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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