Returns Overview

1 Month
-1.01%
3 Months
+0.99%
6 Months
-3.11%
YTD
-3.12%
1 Year
-0.66%
3 Years (annualized)
+6.72%
5 Years (annualized)
+3.21%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGB 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This ETF (YTD)
-3.12%
Peer Avg (YTD)
+3.23%
vs Peers
-6.34%

BGB ETF Performance

BGB performance across multiple time periods: 1-month -1.01%, YTD -3.12%, 1-year -0.66%, 3-year 6.72%, 5-year 3.21%, 10-year 9.15%.

BGB returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this ETF.

BGB performance comparison shows side-by-side returns with another fund. BGB alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.01%N/A
3 Months+0.99%N/A
6 Months-3.11%N/A
1 Year-0.66%N/A
3 Years+6.72%N/A
5 Years+3.21%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized