CBGRX Mutual Fund

CBGRX Mutual Fund

NAV$13.65
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Returns Overview

1 Month
+0.45%
3 Months
-0.61%
6 Months
-1.76%
YTD
+0.01%
1 Year
+1.84%
3 Years (annualized)
+4.62%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBGRX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+2.15%
vs Peers
-2.14%

CBGRX Mutual Fund Performance

CBGRX performance across multiple time periods: 1-month 0.45%, YTD 0.01%, 1-year 1.84%, 3-year 4.62%, 5-year 0.17%, 10-year 1.75%.

CBGRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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