CGOAX Mutual Fund

CGOAX Mutual Fund

NAV$32.90
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Returns Overview

1 Month
+0.06%
3 Months
-3.74%
6 Months
+12.30%
YTD
+18.26%
1 Year
+27.41%
3 Years (annualized)
+21.72%
5 Years (annualized)
+4.66%
10 Years (annualized)
+15.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGOAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.26%
Peer Avg (YTD)
+15.20%
vs Peers
+3.06%

CGOAX Mutual Fund Performance

CGOAX performance across multiple time periods: 1-month 0.06%, YTD 18.26%, 1-year 27.41%, 3-year 21.72%, 5-year 4.66%, 10-year 15.78%.

CGOAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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