CGAFX Mutual Fund

CGAFX Mutual Fund

NAV$13.78
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Returns Overview

1 Month
+1.84%
3 Months
-0.56%
6 Months
-1.32%
YTD
-1.10%
1 Year
-0.66%
3 Years (annualized)
+5.15%
5 Years (annualized)
-0.07%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGAFX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.10%
Peer Avg (YTD)
+1.93%
vs Peers
-3.03%

CGAFX Mutual Fund Performance

CGAFX performance across multiple time periods: 1-month 1.84%, YTD -1.10%, 1-year -0.66%, 3-year 5.15%, 5-year -0.07%, 10-year 1.47%.

CGAFX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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