CGEOX Mutual Fund

NAV$21.01

Returns Overview

1 Month
-1.23%
3 Months
+22.20%
6 Months
+20.10%
YTD
+18.20%
1 Year
+28.09%
3 Years (annualized)
+28.86%
5 Years (annualized)
+16.19%

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

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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+18.20%
Peer Avg (YTD)
+8.97%
vs Peers
+9.23%

CGEOX Mutual Fund Performance

CGEOX performance across multiple time periods: 1-month -1.23%, YTD 18.20%, 1-year 28.09%, 3-year 28.86%, 5-year 16.19%.

CGEOX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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