CGACX Mutual Fund

CGACX Mutual Fund

NAV$13.16
See how much of CGACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.64%
3 Months
-8.74%
6 Months
-14.64%
YTD
-0.99%
1 Year
+0.31%
3 Years (annualized)
+13.42%
5 Years (annualized)
+0.07%
10 Years (annualized)
+9.13%

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)
-0.99%
Peer Avg (YTD)
+7.47%
vs Peers
-8.47%

CGACX Mutual Fund Performance

CGACX performance across multiple time periods: 1-month -4.64%, YTD -0.99%, 1-year 0.31%, 3-year 13.42%, 5-year 0.07%, 10-year 9.13%.

CGACX returns trail the peer average of 7.47% 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.