BGNMX Mutual Fund

NAV$8.87

Returns Overview

1 Month
-1.66%
3 Months
-1.44%
6 Months
-2.53%
YTD
-1.99%
1 Year
+4.69%
3 Years (annualized)
+3.95%
5 Years (annualized)
+0.10%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGNMX 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%

BGNMX Mutual Fund Performance

BGNMX performance across multiple time periods: 1-month -1.66%, YTD -1.99%, 1-year 4.69%, 3-year 3.95%, 5-year 0.10%, 10-year 0.93%.

BGNMX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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