CGFYX Mutual Fund

CGFYX Mutual Fund

NAV$89.13
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Returns Overview

1 Month
-3.03%
3 Months
+1.43%
6 Months
+4.70%
YTD
+3.66%
1 Year
+10.80%
3 Years (annualized)
+19.35%
5 Years (annualized)
+9.71%
10 Years (annualized)
+15.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFYX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+6.23%
vs Peers
-2.57%

CGFYX Mutual Fund Performance

CGFYX performance across multiple time periods: 1-month -3.03%, YTD 3.66%, 1-year 10.80%, 3-year 19.35%, 5-year 9.71%, 10-year 15.81%.

CGFYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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