BGRFX Mutual Fund

NAV$55.06

Returns Overview

1 Month
-3.47%
3 Months
-2.57%
6 Months
-14.36%
YTD
-13.02%
1 Year
-24.01%
3 Years (annualized)
-6.76%
5 Years (annualized)
-2.83%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGRFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-13.02%
Peer Avg (YTD)
+10.82%
vs Peers
-23.84%

BGRFX Mutual Fund Performance

BGRFX performance across multiple time periods: 1-month -3.47%, YTD -13.02%, 1-year -24.01%, 3-year -6.76%, 5-year -2.83%, 10-year 11.14%.

BGRFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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