BGRWX Mutual Fund

NAV$27.29

Returns Overview

1 Month
+2.03%
3 Months
+4.73%
6 Months
-0.74%
YTD
+0.22%
1 Year
+11.25%
3 Years
+17.76%
5 Years
+15.86%
10 Years
+18.30%

Risk Metrics (1-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)
+0.22%
Peer Avg (YTD)
+8.82%
vs Peers
-8.60%

BGRWX Mutual Fund Performance

BGRWX performance across multiple time periods: 1-month 2.03%, YTD 0.22%, 1-year 11.25%, 3-year 17.76%, 5-year 15.86%, 10-year 18.30%.

BGRWX returns trail the peer average of 8.82% 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.