CGGEX Mutual Fund

CGGEX Mutual Fund

NAV$29.52
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Returns Overview

1 Month
+2.55%
3 Months
+0.14%
6 Months
+8.02%
YTD
+12.62%
1 Year
+20.63%
3 Years (annualized)
+19.08%
5 Years (annualized)
+7.64%
10 Years (annualized)
+11.83%

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)
+12.62%
Peer Avg (YTD)
+8.51%
vs Peers
+4.11%

CGGEX Mutual Fund Performance

CGGEX performance across multiple time periods: 1-month 2.55%, YTD 12.62%, 1-year 20.63%, 3-year 19.08%, 5-year 7.64%, 10-year 11.83%.

CGGEX returns outperform the peer average of 8.51% 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.