BGLYX Mutual Fund

NAV$12.73

Returns Overview

1 Month
-0.70%
3 Months
-0.31%
6 Months
+5.38%
YTD
+8.90%
1 Year
+15.31%
3 Years (annualized)
+11.33%
5 Years (annualized)
+7.79%
10 Years (annualized)
+6.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGLYX 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)
+8.90%
Peer Avg (YTD)
+10.15%
vs Peers
-1.25%

BGLYX Mutual Fund Performance

BGLYX performance across multiple time periods: 1-month -0.70%, YTD 8.90%, 1-year 15.31%, 3-year 11.33%, 5-year 7.79%, 10-year 6.27%.

BGLYX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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