BPGLX Mutual Fund

NAV$14.65

Returns Overview

1 Month
-0.88%
3 Months
+9.63%
6 Months
+7.55%
YTD
+7.08%
1 Year
+19.44%
3 Years (annualized)
+13.33%
5 Years (annualized)
+5.48%
10 Years (annualized)
+7.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPGLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+5.87%
vs Peers
+1.21%

BPGLX Mutual Fund Performance

BPGLX performance across multiple time periods: 1-month -0.88%, YTD 7.08%, 1-year 19.44%, 3-year 13.33%, 5-year 5.48%, 10-year 7.60%.

BPGLX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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