CGAFX Mutual Fund

NAV$14.04

Returns Overview

1 Month
+0.22%
3 Months
+0.94%
6 Months
+0.59%
YTD
+0.73%
1 Year
+3.62%
3 Years (annualized)
+4.64%
5 Years (annualized)
+0.21%
10 Years (annualized)
+1.70%

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
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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.73%
Peer Avg (YTD)
+3.23%
vs Peers
-2.50%

CGAFX Mutual Fund Performance

CGAFX performance across multiple time periods: 1-month 0.22%, YTD 0.73%, 1-year 3.62%, 3-year 4.64%, 5-year 0.21%, 10-year 1.70%.

CGAFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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