CGACX Mutual Fund

CGACX Mutual Fund

NAV$13.43
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Returns Overview

1 Month
-5.04%
3 Months
-8.87%
6 Months
-1.24%
YTD
+3.83%
1 Year
+9.88%
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
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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
Alerian Global Alternative Energy Index
This Mutual Fund (YTD)
+3.83%
Peer Avg (YTD)
+7.86%
vs Peers
-4.04%

CGACX Mutual Fund Performance

CGACX performance across multiple time periods: 1-month -5.04%, YTD 3.83%, 1-year 9.88%, 3-year 10.66%, 5-year 2.67%, 10-year 9.81%.

CGACX returns trail the peer average of 7.86% 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.