CGAEX Mutual Fund

CGAEX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
-4.58%
3 Months
-8.63%
6 Months
-14.35%
YTD
-0.43%
1 Year
+1.03%
3 Years (annualized)
+14.26%
5 Years (annualized)
+0.82%
10 Years (annualized)
+9.96%

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)
-0.43%
Peer Avg (YTD)
+7.47%
vs Peers
-7.90%

CGAEX Mutual Fund Performance

CGAEX performance across multiple time periods: 1-month -4.58%, YTD -0.43%, 1-year 1.03%, 3-year 14.26%, 5-year 0.82%, 10-year 9.96%.

CGAEX returns trail the peer average of 7.47% 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.