BGISX Mutual Fund

NAV$10.21

Returns Overview

1 Month
-0.68%
3 Months
-1.26%
6 Months
-2.20%
YTD
-2.58%
1 Year
+4.25%
3 Years (annualized)
+7.93%
5 Years (annualized)
+4.24%
10 Years (annualized)
+3.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGISX 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
Consumer Price Index + 3% annual risk premium
This Mutual Fund (YTD)
-2.58%
Peer Avg (YTD)
+3.23%
vs Peers
-5.80%

BGISX Mutual Fund Performance

BGISX performance across multiple time periods: 1-month -0.68%, YTD -2.58%, 1-year 4.25%, 3-year 7.93%, 5-year 4.24%, 10-year 3.42%.

BGISX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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