BGCDX Mutual Fund

NAV$6.57

Returns Overview

1 Month
+0.15%
3 Months
-4.37%
6 Months
-9.00%
YTD
-7.59%
1 Year
+12.00%
3 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCDX 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
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-7.59%
Peer Avg (YTD)
+0.49%
vs Peers
-8.08%

BGCDX Mutual Fund Performance

BGCDX performance across multiple time periods: 1-month 0.15%, YTD -7.59%, 1-year 12.00%, 3-year 8.92%.

BGCDX returns trail the peer average of 0.49% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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