CGAEX Mutual Fund

NAV$15.72

Returns Overview

1 Month
-4.18%
3 Months
+8.67%
6 Months
+16.73%
YTD
+14.40%
1 Year
+35.12%
3 Years (annualized)
+11.04%
5 Years (annualized)
+4.76%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGAEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian Global Alternative Energy Index
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+9.16%
vs Peers
+5.24%

CGAEX Mutual Fund Performance

CGAEX performance across multiple time periods: 1-month -4.18%, YTD 14.40%, 1-year 35.12%, 3-year 11.04%, 5-year 4.76%, 10-year 11.44%.

CGAEX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

CGAEX performance comparison shows side-by-side returns with another fund. CGAEX alternatives are available in the Mutual Fund Screener.