CGGEX Mutual Fund

CGGEX Mutual Fund

NAV$29.52
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Returns Overview

1 Month
-2.98%
3 Months
+3.43%
6 Months
+6.20%
YTD
+9.82%
1 Year
+20.40%
3 Years (annualized)
+16.96%
5 Years (annualized)
+7.77%
10 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGGEX 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
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+6.23%
vs Peers
+3.59%

CGGEX Mutual Fund Performance

CGGEX performance across multiple time periods: 1-month -2.98%, YTD 9.82%, 1-year 20.40%, 3-year 16.96%, 5-year 7.77%, 10-year 11.58%.

CGGEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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