CGEOX Mutual Fund

CGEOX Mutual Fund

NAV$21.02
See how much of CGEOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.92%
3 Months
+0.49%
6 Months
+7.56%
YTD
+12.99%
1 Year
+17.91%
3 Years (annualized)
+22.04%
5 Years (annualized)
+10.58%
10 Years (annualized)
+14.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGEOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+6.23%
vs Peers
+6.76%

CGEOX Mutual Fund Performance

CGEOX performance across multiple time periods: 1-month -5.92%, YTD 12.99%, 1-year 17.91%, 3-year 22.04%, 5-year 10.58%, 10-year 14.41%.

CGEOX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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