BPGLX Mutual Fund

BPGLX Mutual Fund

NAV$14.75
See how much of BPGLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.27%
3 Months
-0.14%
6 Months
+9.48%
YTD
+6.93%
1 Year
+10.97%
3 Years (annualized)
+14.02%
5 Years (annualized)
+5.61%
10 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPGLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.93%
Peer Avg (YTD)
+4.97%
vs Peers
+1.96%

BPGLX Mutual Fund Performance

BPGLX performance across multiple time periods: 1-month -2.27%, YTD 6.93%, 1-year 10.97%, 3-year 14.02%, 5-year 5.61%, 10-year 7.44%.

BPGLX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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