BGFRX Mutual Fund

BGFRX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
-7.22%
3 Months
-1.91%
6 Months
+1.98%
YTD
+2.54%
1 Year
-1.86%
3 Years (annualized)
+17.09%
5 Years (annualized)
+5.93%
10 Years (annualized)
+14.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGFRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Growth Index(^RAG)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+4.64%
vs Peers
-2.10%

BGFRX Mutual Fund Performance

BGFRX performance across multiple time periods: 1-month -7.22%, YTD 2.54%, 1-year -1.86%, 3-year 17.09%, 5-year 5.93%, 10-year 14.71%.

BGFRX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

BGFRX vs another fund shows side-by-side returns. BGFRX alternatives are available in the Mutual Fund Screener.