BEGIX Mutual Fund

NAV$18.67

Returns Overview

1 Month
+2.81%
3 Months
+4.24%
6 Months
+3.49%
YTD
+7.30%
1 Year
+5.19%
3 Years (annualized)
+7.56%
5 Years (annualized)
+6.26%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEGIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+9.49%
vs Peers
-2.19%

BEGIX Mutual Fund Performance

BEGIX performance across multiple time periods: 1-month 2.81%, YTD 7.30%, 1-year 5.19%, 3-year 7.56%, 5-year 6.26%, 10-year 10.89%.

BEGIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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