| BGEIX | |
|---|---|
| Total return | +248.44% |
| Annualised (CAGR) | +13.30% |
| Volatility (annualised) | +34.37% |
| Sharpe (rf = 0) | 0.39 |
| Deepest drawdown | -51.92% |
| Drawdown peak → trough | 2020-08-05 → 2022-09-26 |
| Dividend yield (12m distributions) | 0.79% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +248.44% in total (+13.30% a year), with a deepest drawdown of -51.92% from 2020-08-05 to 2022-09-26. Its worst calendar year was 2016 (-19.83%), its best 2025 (+158.48%).
| Year | BGEIX |
|---|---|
| 2026 | +1.54% |
| 2025 | +158.48% |
| 2024 | +15.11% |
| 2023 | +7.51% |
| 2022 | -12.55% |
| 2021 | -8.86% |
| 2020 | +18.94% |
| 2019 | +37.84% |
| 2018 | -7.43% |
| 2017 | +10.62% |
| 2016 | -19.83% |
+248.44% in total, which works out to +13.30% 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.
2016 — its calendar-year return was -19.83% (net of fees, dividends reinvested). Its best year was 2025 (+158.48%).
-51.92%, from a peak on 2020-08-05 to a trough on 2022-09-26. From that trough it took 900 days (about 29.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.79% 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.
It does not say BGEIX 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 -51.92% 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.