BRGIX Mutual Fund

BRGIX Mutual Fund

NAV$120.62
See how much of BRGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.26%
3 Months
+6.31%
6 Months
+19.53%
YTD
+8.35%
1 Year
+9.77%
3 Years (annualized)
+17.82%
5 Years (annualized)
+9.82%
10 Years (annualized)
+14.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.35%
Peer Avg (YTD)
+8.67%
vs Peers
-0.32%

BRGIX Mutual Fund Performance

BRGIX performance across multiple time periods: 1-month -1.26%, YTD 8.35%, 1-year 9.77%, 3-year 17.82%, 5-year 9.82%, 10-year 14.67%.

BRGIX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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