BGRWX Mutual Fund

NAV$25.16

Returns Overview

1 Month
-0.61%
3 Months
+1.44%
6 Months
+6.39%
YTD
-0.43%
1 Year
+4.19%
3 Years
+18.94%
5 Years
+17.67%
10 Years
+18.80%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGRWX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+0.87%
vs Peers
-1.30%

BGRWX Mutual Fund Performance

BGRWX performance across multiple time periods: 1-month -0.61%, YTD -0.43%, 1-year 4.19%, 3-year 18.94%, 5-year 17.67%, 10-year 18.80%.

BGRWX returns trail the peer average of 0.87% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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