BSGRX Mutual Fund

BSGRX Mutual Fund

NAV$17.51
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Returns Overview

1 Month
-3.49%
3 Months
-7.04%
6 Months
+16.92%
YTD
+12.96%
1 Year
+16.46%
3 Years (annualized)
+18.20%
5 Years (annualized)
+5.52%
10 Years (annualized)
+10.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGRX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+10.34%
vs Peers
+2.62%

BSGRX Mutual Fund Performance

BSGRX performance across multiple time periods: 1-month -3.49%, YTD 12.96%, 1-year 16.46%, 3-year 18.20%, 5-year 5.52%, 10-year 10.97%.

BSGRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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