CGFEX Mutual Fund

CGFEX Mutual Fund

NAV$82.77
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Returns Overview

1 Month
-3.52%
3 Months
+3.05%
6 Months
+4.82%
YTD
+4.86%
1 Year
+12.18%
3 Years (annualized)
+19.98%
5 Years (annualized)
+10.18%
10 Years (annualized)
+14.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+6.23%
vs Peers
-1.37%

CGFEX Mutual Fund Performance

CGFEX performance across multiple time periods: 1-month -3.52%, YTD 4.86%, 1-year 12.18%, 3-year 19.98%, 5-year 10.18%, 10-year 14.92%.

CGFEX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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