CGEZX Mutual Fund

CGEZX Mutual Fund

NAV$23.69
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Returns Overview

1 Month
-4.24%
3 Months
+5.01%
6 Months
+8.16%
YTD
+14.11%
1 Year
+20.93%
3 Years (annualized)
+18.70%
5 Years (annualized)
+8.41%
10 Years (annualized)
+13.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGEZX 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)
+14.11%
Peer Avg (YTD)
+6.23%
vs Peers
+7.88%

CGEZX Mutual Fund Performance

CGEZX performance across multiple time periods: 1-month -4.24%, YTD 14.11%, 1-year 20.93%, 3-year 18.70%, 5-year 8.41%, 10-year 13.92%.

CGEZX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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