BGASX Mutual Fund

NAV$13.34

Returns Overview

1 Month
-1.26%
3 Months
+0.15%
6 Months
-2.34%
YTD
+0.23%
1 Year
+7.90%
3 Years (annualized)
+11.73%
5 Years (annualized)
+2.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGASX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.23%
Peer Avg (YTD)
+8.97%
vs Peers
-8.75%

BGASX Mutual Fund Performance

BGASX performance across multiple time periods: 1-month -1.26%, YTD 0.23%, 1-year 7.90%, 3-year 11.73%, 5-year 2.02%.

BGASX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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