CGOCX Mutual Fund

CGOCX Mutual Fund

NAV$22.52
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Returns Overview

3 Months
-3.94%
6 Months
+11.91%
YTD
+17.64%
1 Year
+26.45%
3 Years (annualized)
+20.83%
5 Years (annualized)
+3.89%
10 Years (annualized)
+14.91%

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
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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)
+17.64%
Peer Avg (YTD)
+15.20%
vs Peers
+2.44%

CGOCX Mutual Fund Performance

CGOCX performance across multiple time periods: YTD 17.64%, 1-year 26.45%, 3-year 20.83%, 5-year 3.89%, 10-year 14.91%.

CGOCX returns outperform the peer average of 15.20% 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.