BSGAX Mutual Fund

NAV$8.37

Returns Overview

1 Month
-0.59%
3 Months
-0.59%
6 Months
-0.59%
YTD
-0.59%
1 Year
+4.64%
3 Years (annualized)
+5.24%
5 Years (annualized)
+2.47%
10 Years (annualized)
+2.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSGAX 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
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+1.66%
vs Peers
-2.26%

BSGAX Mutual Fund Performance

BSGAX performance across multiple time periods: 1-month -0.59%, YTD -0.59%, 1-year 4.64%, 3-year 5.24%, 5-year 2.47%, 10-year 2.76%.

BSGAX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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