CGACX Mutual Fund

CGACX Mutual Fund

NAV$13.70
See how much of CGACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.78%
3 Months
-8.16%
6 Months
-0.63%
YTD
+11.55%
1 Year
+19.18%
3 Years (annualized)
+10.66%
5 Years (annualized)
+2.67%
10 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGACX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian Global Alternative Energy Index
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+9.98%
vs Peers
+1.57%

CGACX Mutual Fund Performance

CGACX performance across multiple time periods: 1-month 0.78%, YTD 11.55%, 1-year 19.18%, 3-year 10.66%, 5-year 2.67%, 10-year 9.81%.

CGACX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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