CBGAX Mutual Fund

NAV$16.38

Returns Overview

1 Month
+0.19%
3 Months
+0.73%
6 Months
+11.94%
YTD
+10.61%
1 Year
+17.88%
3 Years (annualized)
+12.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBGAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+10.15%
vs Peers
+0.47%

CBGAX Mutual Fund Performance

CBGAX performance across multiple time periods: 1-month 0.19%, YTD 10.61%, 1-year 17.88%, 3-year 12.29%.

CBGAX returns outperform the peer average of 10.15% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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