BGR ETF

$14.74

Returns Overview

1 Month
-9.45%
3 Months
-8.75%
6 Months
+14.01%
YTD
+10.23%
1 Year
+41.28%
3 Years
+18.23%
5 Years
+18.59%
10 Years
+11.65%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGR 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

-9.45%

3 Months Performance

-8.75%

6 Months Performance

+14.01%

1 Year Performance

+41.28%

Benchmark & Peers

Benchmark
NA(NA)
This ETF (YTD)
+10.23%
Peer Avg (YTD)
+18.58%
vs Peers
-8.35%

BGR ETF Performance

BGR performance across multiple time periods: 1-month -9.45%, YTD 10.23%, 1-year 41.28%, 3-year 18.23%, 5-year 18.59%, 10-year 11.65%.

BGR returns trail the peer average of 18.58% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this ETF.

BGR performance comparison shows side-by-side returns with another fund. BGR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-9.45%May 22, 2026 to Jun 22, 2026
3 Months-8.75%Mar 23, 2026 to Jun 22, 2026
6 Months+14.01%Dec 22, 2025 to Jun 22, 2026
1 Year+41.28%N/A
3 Years+18.23%N/A
5 Years+18.59%N/A

All returns shown are total returns, not annualized