BRGIX Mutual Fund

BRGIX Mutual Fund

NAV$115.76
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Returns Overview

1 Month
-1.28%
3 Months
-0.01%
6 Months
+5.92%
YTD
+6.96%
1 Year
+6.30%
3 Years (annualized)
+19.49%
5 Years (annualized)
+8.86%
10 Years (annualized)
+14.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.96%
Peer Avg (YTD)
+4.64%
vs Peers
+2.32%

BRGIX Mutual Fund Performance

BRGIX performance across multiple time periods: 1-month -1.28%, YTD 6.96%, 1-year 6.30%, 3-year 19.49%, 5-year 8.86%, 10-year 14.49%.

BRGIX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

BRGIX vs another fund shows side-by-side returns. BRGIX alternatives are available in the Mutual Fund Screener.