BSGIX Mutual Fund

BSGIX Mutual Fund

NAV$15.64
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Returns Overview

1 Month
-4.70%
3 Months
-11.51%
6 Months
+4.28%
YTD
-1.33%
1 Year
+0.19%
3 Years (annualized)
+1.38%
5 Years (annualized)
-2.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGIX 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
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🏦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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-1.33%
Peer Avg (YTD)
+10.34%
vs Peers
-11.67%

BSGIX Mutual Fund Performance

BSGIX performance across multiple time periods: 1-month -4.70%, YTD -1.33%, 1-year 0.19%, 3-year 1.38%, 5-year -2.98%.

BSGIX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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