CGFCX Mutual Fund

CGFCX Mutual Fund

NAV$73.72
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Returns Overview

1 Month
+3.74%
3 Months
-0.57%
6 Months
+11.11%
YTD
+8.47%
1 Year
+13.88%
3 Years (annualized)
+21.58%
5 Years (annualized)
+9.65%
10 Years (annualized)
+14.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+8.51%
vs Peers
-0.04%

CGFCX Mutual Fund Performance

CGFCX performance across multiple time periods: 1-month 3.74%, YTD 8.47%, 1-year 13.88%, 3-year 21.58%, 5-year 9.65%, 10-year 14.69%.

CGFCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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