CGFCX Mutual Fund

CGFCX Mutual Fund

NAV$73.37
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Returns Overview

1 Month
-3.55%
3 Months
+2.92%
6 Months
+4.56%
YTD
+4.56%
1 Year
+11.60%
3 Years (annualized)
+19.36%
5 Years (annualized)
+9.60%
10 Years (annualized)
+13.45%

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)
+4.56%
Peer Avg (YTD)
+6.23%
vs Peers
-1.67%

CGFCX Mutual Fund Performance

CGFCX performance across multiple time periods: 1-month -3.55%, YTD 4.56%, 1-year 11.60%, 3-year 19.36%, 5-year 9.60%, 10-year 13.45%.

CGFCX returns trail the peer average of 6.23% 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.