BFGIX Mutual Fund

NAV$60.55

Returns Overview

1 Month
-6.30%
3 Months
+2.45%
6 Months
+2.26%
YTD
+0.48%
1 Year
+26.72%
3 Years (annualized)
+21.07%
5 Years (annualized)
+17.93%
10 Years (annualized)
+25.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFGIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+10.82%
vs Peers
-10.33%

BFGIX Mutual Fund Performance

BFGIX performance across multiple time periods: 1-month -6.30%, YTD 0.48%, 1-year 26.72%, 3-year 21.07%, 5-year 17.93%, 10-year 25.40%.

BFGIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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