BCGIX Mutual Fund

NAV$10.22

Returns Overview

1 Month
-0.68%
3 Months
-1.26%
6 Months
-2.11%
YTD
-2.57%
1 Year
+4.13%
3 Years (annualized)
+7.81%
5 Years (annualized)
+4.13%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCGIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Consumer Price Index + 3% annual risk premium
This Mutual Fund (YTD)
-2.57%
Peer Avg (YTD)
+3.23%
vs Peers
-5.80%

BCGIX Mutual Fund Performance

BCGIX performance across multiple time periods: 1-month -0.68%, YTD -2.57%, 1-year 4.13%, 3-year 7.81%, 5-year 4.13%, 10-year 3.22%.

BCGIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

BCGIX performance comparison shows side-by-side returns with another fund. BCGIX alternatives are available in the Mutual Fund Screener.