BGLCX Mutual Fund

NAV$12.59

Returns Overview

1 Month
-0.71%
3 Months
-0.24%
6 Months
+6.16%
YTD
+9.67%
1 Year
+14.22%
3 Years (annualized)
+10.25%
5 Years (annualized)
+7.90%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLCX 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
Dow Jones Brookfield Global Infrastructure Composite Index(^DJBGICU)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+10.15%
vs Peers
-0.48%

BGLCX Mutual Fund Performance

BGLCX performance across multiple time periods: 1-month -0.71%, YTD 9.67%, 1-year 14.22%, 3-year 10.25%, 5-year 7.90%, 10-year 5.80%.

BGLCX returns trail the peer average of 10.15% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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