BGEVX Mutual Fund

NAV$14.63

Returns Overview

1 Month
+0.82%
3 Months
+11.52%
6 Months
+4.37%
YTD
+2.65%
1 Year
+5.39%
3 Years (annualized)
+10.15%
5 Years (annualized)
-2.67%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEVX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+8.97%
vs Peers
-6.33%

BGEVX Mutual Fund Performance

BGEVX performance across multiple time periods: 1-month 0.82%, YTD 2.65%, 1-year 5.39%, 3-year 10.15%, 5-year -2.67%, 10-year 9.83%.

BGEVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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