BGX ETF

$10.75

Returns Overview

1 Month
-0.31%
3 Months
+1.73%
6 Months
-1.98%
YTD
-2.06%
1 Year
+0.87%
3 Years (annualized)
+7.09%
5 Years (annualized)
+3.52%
10 Years (annualized)
+6.20%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGX 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)
-2.06%
Peer Avg (YTD)
+3.23%
vs Peers
-5.29%

BGX ETF Performance

BGX performance across multiple time periods: 1-month -0.31%, YTD -2.06%, 1-year 0.87%, 3-year 7.09%, 5-year 3.52%, 10-year 6.20%.

BGX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.31%N/A
3 Months+1.73%N/A
6 Months-1.98%N/A
1 Year+0.87%N/A
3 Years+7.09%N/A
5 Years+3.52%N/A

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