BGNAX Mutual Fund

NAV$8.87

Returns Overview

1 Month
-1.33%
3 Months
-1.55%
6 Months
-2.42%
YTD
-1.99%
1 Year
+4.43%
3 Years (annualized)
+3.69%
5 Years (annualized)
-0.15%
10 Years (annualized)
+0.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGNAX 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
Bloomberg US GNMA Index
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+3.23%
vs Peers
-5.22%

BGNAX Mutual Fund Performance

BGNAX performance across multiple time periods: 1-month -1.33%, YTD -1.99%, 1-year 4.43%, 3-year 3.69%, 5-year -0.15%, 10-year 0.69%.

BGNAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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