CGLAX Mutual Fund

NAV$18.57

Returns Overview

1 Month
+9.05%
3 Months
+1.27%
6 Months
+4.34%
YTD
+2.12%
1 Year
+24.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGLAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+3.42%
vs Peers
-1.30%

CGLAX Mutual Fund Performance

CGLAX performance across multiple time periods: 1-month 9.05%, YTD 2.12%, 1-year 24.16%.

CGLAX returns trail the peer average of 3.42% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

CGLAX performance comparison shows side-by-side returns with another fund. CGLAX alternatives are available in the Mutual Fund Screener.