BPGSX Mutual Fund

BPGSX Mutual Fund

NAV$8.48
See how much of BPGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

YTD
+1.89%
1 Year
+6.79%
3 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPGSX 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 World Index(MDWO)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+9.29%
vs Peers
-7.40%

BPGSX Mutual Fund Performance

BPGSX performance across multiple time periods: YTD 1.89%, 1-year 6.79%, 3-year 16.48%.

BPGSX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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