BGEAX Mutual Fund

NAV$35.07

Returns Overview

1 Month
+2.04%
3 Months
+1.12%
6 Months
-0.99%
YTD
+3.54%
1 Year
+16.71%
3 Years (annualized)
+19.28%
5 Years (annualized)
+12.39%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEAX 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 AC World Growth Net Dividend Index(^MACWGENDI)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+8.71%
vs Peers
-5.17%

BGEAX Mutual Fund Performance

BGEAX performance across multiple time periods: 1-month 2.04%, YTD 3.54%, 1-year 16.71%, 3-year 19.28%, 5-year 12.39%, 10-year 11.96%.

BGEAX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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