CGEOX Mutual Fund

CGEOX Mutual Fund

NAV$21.27
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Returns Overview

1 Month
+2.95%
3 Months
-4.34%
6 Months
+8.49%
YTD
+16.32%
1 Year
+21.02%
3 Years (annualized)
+23.85%
5 Years (annualized)
+10.29%
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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.32%
Peer Avg (YTD)
+8.51%
vs Peers
+7.81%

CGEOX Mutual Fund Performance

CGEOX performance across multiple time periods: 1-month 2.95%, YTD 16.32%, 1-year 21.02%, 3-year 23.85%, 5-year 10.29%, 10-year 14.41%.

CGEOX returns outperform the peer average of 8.51% 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.