CGJAX Mutual Fund

CGJAX Mutual Fund

NAV$82.88
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Returns Overview

1 Month
-2.03%
3 Months
+2.84%
6 Months
+7.99%
YTD
+7.74%
1 Year
+15.34%
3 Years (annualized)
+18.39%
5 Years (annualized)
+11.15%
10 Years (annualized)
+16.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGJAX 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)
+7.74%
Peer Avg (YTD)
+6.23%
vs Peers
+1.51%

CGJAX Mutual Fund Performance

CGJAX performance across multiple time periods: 1-month -2.03%, YTD 7.74%, 1-year 15.34%, 3-year 18.39%, 5-year 11.15%, 10-year 16.59%.

CGJAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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