CGAEX Mutual Fund

CGAEX Mutual Fund

NAV$14.92
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Returns Overview

1 Month
-4.74%
3 Months
-6.25%
6 Months
+4.51%
YTD
+11.20%
1 Year
+24.25%
3 Years (annualized)
+8.11%
5 Years (annualized)
+3.58%
10 Years (annualized)
+10.52%

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
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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)
+11.20%
Peer Avg (YTD)
+8.67%
vs Peers
+2.53%

CGAEX Mutual Fund Performance

CGAEX performance across multiple time periods: 1-month -4.74%, YTD 11.20%, 1-year 24.25%, 3-year 8.11%, 5-year 3.58%, 10-year 10.52%.

CGAEX returns outperform the peer average of 8.67% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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