BGHAX Mutual Fund

NAV$9.84

Returns Overview

1 Month
-0.71%
3 Months
-1.40%
6 Months
-2.38%
YTD
-2.86%
1 Year
+3.92%
3 Years (annualized)
+7.93%
5 Years (annualized)
+4.00%
10 Years (annualized)
+6.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGHAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
-2.86%
Peer Avg (YTD)
+3.23%
vs Peers
-6.09%

BGHAX Mutual Fund Performance

BGHAX performance across multiple time periods: 1-month -0.71%, YTD -2.86%, 1-year 3.92%, 3-year 7.93%, 5-year 4.00%, 10-year 6.70%.

BGHAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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