CGOCX Mutual Fund

CGOCX Mutual Fund

NAV$21.37
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Returns Overview

1 Month
-6.61%
3 Months
-10.40%
6 Months
-6.40%
YTD
+3.25%
1 Year
+4.82%
3 Years (annualized)
+22.35%
5 Years (annualized)
+1.88%
10 Years (annualized)
+14.04%

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
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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)
+3.25%
Peer Avg (YTD)
+12.21%
vs Peers
-8.96%

CGOCX Mutual Fund Performance

CGOCX performance across multiple time periods: 1-month -6.61%, YTD 3.25%, 1-year 4.82%, 3-year 22.35%, 5-year 1.88%, 10-year 14.04%.

CGOCX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.97%, investors should weigh costs against performance when evaluating this mutual fund.

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