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BCGDX — Blue Current Global Dividend Instl

Data as of 2026-10-02 · International · Dividend · window 2016-10-02 → 2026-10-02 (10.0 years) · returns assume dividends reinvested, net of fund fees · Market Data from Tiingo.com

What the history says

BCGDX
Total return+194.33%
Annualised (CAGR)+11.40%
Volatility (annualised)+13.86%
Sharpe (rf = 0)0.82
Deepest drawdown-35.90%
Drawdown peak → trough2020-02-12 → 2020-03-23
Dividend yield (12m distributions)3.97% (as of 2026-10-02)

Over the 10.0 years to 2026-10-02 the fund returned +194.33% in total (+11.40% a year), with a deepest drawdown of -35.90% from 2020-02-12 to 2020-03-23. Its worst calendar year was 2018 (-12.15%), its best 2025 (+30.23%).

Every calendar year

Calendar-year returns (net of fees, dividends reinvested)
YearBCGDX
2026+8.82%
2025+30.23%
2024+16.74%
2023+14.45%
2022-8.64%
2021+18.82%
2020+7.06%
2019+26.17%
2018-12.15%
2017+18.97%
2016+1.44%

Common questions

How much has BCGDX returned over the last 10 years?

+194.33% in total, which works out to +11.40% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.

What was BCGDX's worst year?

2018 — its calendar-year return was -12.15% (net of fees, dividends reinvested). Its best year was 2025 (+30.23%).

How deep was BCGDX's worst drawdown?

-35.90%, from a peak on 2020-02-12 to a trough on 2020-03-23. From that trough it took 235 days (about 7.7 months) to climb back to the earlier peak.

Does BCGDX pay dividends?

Over the last 12 months it distributed 3.97% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.

What this page does not say

It does not say BCGDX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -35.90% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.

Run your own window, add fees or a second fund: open BCGDX in the tool. History is shown as history, never sold as a forecast.

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