CGARX Mutual Fund

CGARX Mutual Fund

NAV$33.52
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Returns Overview

1 Month
-1.15%
3 Months
+4.44%
6 Months
+8.07%
YTD
+9.74%
1 Year
+19.05%
3 Years (annualized)
+13.78%
5 Years (annualized)
+7.17%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGARX 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
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🏦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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+6.57%
vs Peers
+3.17%

CGARX Mutual Fund Performance

CGARX performance across multiple time periods: 1-month -1.15%, YTD 9.74%, 1-year 19.05%, 3-year 13.78%, 5-year 7.17%, 10-year 10.61%.

CGARX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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