CGOCX Mutual Fund

NAV$25.60

Returns Overview

1 Month
+5.89%
3 Months
+35.21%
6 Months
+29.68%
YTD
+27.02%
1 Year
+53.72%
3 Years (annualized)
+25.90%
5 Years (annualized)
+8.69%
10 Years (annualized)
+22.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGOCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+27.02%
Peer Avg (YTD)
+18.52%
vs Peers
+8.49%

CGOCX Mutual Fund Performance

CGOCX performance across multiple time periods: 1-month 5.89%, YTD 27.02%, 1-year 53.72%, 3-year 25.90%, 5-year 8.69%, 10-year 22.09%.

CGOCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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