BPGIX Mutual Fund

BPGIX Mutual Fund

NAV$30.27
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Returns Overview

1 Month
-6.13%
3 Months
+0.40%
6 Months
+7.75%
YTD
+7.06%
1 Year
+13.34%
3 Years (annualized)
+20.97%
5 Years (annualized)
+13.36%
10 Years (annualized)
+11.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPGIX 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(MDWO)
This Mutual Fund (YTD)
+7.06%
Peer Avg (YTD)
+10.00%
vs Peers
-2.94%

BPGIX Mutual Fund Performance

BPGIX performance across multiple time periods: 1-month -6.13%, YTD 7.06%, 1-year 13.34%, 3-year 20.97%, 5-year 13.36%, 10-year 11.25%.

BPGIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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