BRGNX Mutual Fund

BRGNX Mutual Fund

NAV$48.72
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Returns Overview

1 Month
-0.67%
3 Months
+1.73%
6 Months
+17.10%
YTD
+11.87%
1 Year
+14.85%
3 Years (annualized)
+20.66%
5 Years (annualized)
+11.99%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGNX 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)
+11.87%
Peer Avg (YTD)
+9.98%
vs Peers
+1.89%

BRGNX Mutual Fund Performance

BRGNX performance across multiple time periods: 1-month -0.67%, YTD 11.87%, 1-year 14.85%, 3-year 20.66%, 5-year 11.99%, 10-year 14.99%.

BRGNX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.11%, investors should weigh costs against performance when evaluating this mutual fund.

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