BSGSX Mutual Fund

BSGSX Mutual Fund

NAV$15.29
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Returns Overview

1 Month
-4.81%
3 Months
-11.59%
6 Months
+4.10%
YTD
-1.55%
1 Year
-0.13%
3 Years (annualized)
+1.13%
5 Years (annualized)
-3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGSX 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
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📉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)
-1.55%
Peer Avg (YTD)
+10.34%
vs Peers
-11.89%

BSGSX Mutual Fund Performance

BSGSX performance across multiple time periods: 1-month -4.81%, YTD -1.55%, 1-year -0.13%, 3-year 1.13%, 5-year -3.22%.

BSGSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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