CGNCX Mutual Fund

CGNCX Mutual Fund

NAV$23.22
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Returns Overview

1 Month
-1.00%
3 Months
+2.82%
6 Months
+5.43%
YTD
+7.21%
1 Year
+15.08%
3 Years (annualized)
+14.26%
5 Years (annualized)
+7.96%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGNCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+6.57%
vs Peers
+0.64%

CGNCX Mutual Fund Performance

CGNCX performance across multiple time periods: 1-month -1.00%, YTD 7.21%, 1-year 15.08%, 3-year 14.26%, 5-year 7.96%, 10-year 9.53%.

CGNCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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