CBGAX Mutual Fund

CBGAX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
+5.59%
3 Months
-2.43%
6 Months
-5.26%
YTD
+7.67%
1 Year
+11.73%
3 Years (annualized)
+15.31%
5 Years (annualized)
+7.58%
10 Years (annualized)
+7.56%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE Global Core Infrastructure 50/50 Index(^FGCICANT)
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+6.38%
vs Peers
+1.29%

CBGAX Mutual Fund Performance

CBGAX performance across multiple time periods: 1-month 5.59%, YTD 7.67%, 1-year 11.73%, 3-year 15.31%, 5-year 7.58%, 10-year 7.56%.

CBGAX returns outperform the peer average of 6.38% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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