CFGRX Mutual Fund

CFGRX Mutual Fund

NAV$50.23
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Returns Overview

1 Month
-0.12%
3 Months
+2.04%
6 Months
+4.55%
YTD
+3.55%
1 Year
+8.54%
3 Years (annualized)
+17.60%
5 Years (annualized)
+10.69%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFGRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+6.23%
vs Peers
-2.69%

CFGRX Mutual Fund Performance

CFGRX performance across multiple time periods: 1-month -0.12%, YTD 3.55%, 1-year 8.54%, 3-year 17.60%, 5-year 10.69%, 10-year 15.54%.

CFGRX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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