BRGAX Mutual Fund

BRGAX Mutual Fund

NAV$48.37
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Returns Overview

1 Month
-0.70%
3 Months
+1.68%
6 Months
+16.95%
YTD
+11.66%
1 Year
+14.58%
3 Years (annualized)
+20.37%
5 Years (annualized)
+11.72%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+9.98%
vs Peers
+1.67%

BRGAX Mutual Fund Performance

BRGAX performance across multiple time periods: 1-month -0.70%, YTD 11.66%, 1-year 14.58%, 3-year 20.37%, 5-year 11.72%, 10-year 14.69%.

BRGAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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