CGPAX Mutual Fund

NAV$32.42

Returns Overview

1 Month
+0.47%
3 Months
+18.32%
6 Months
+11.64%
YTD
+10.91%
1 Year
+22.09%
3 Years (annualized)
+20.50%
5 Years (annualized)
+9.80%
10 Years (annualized)
+13.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPAX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+10.91%
Peer Avg (YTD)
+8.97%
vs Peers
+1.94%

CGPAX Mutual Fund Performance

CGPAX performance across multiple time periods: 1-month 0.47%, YTD 10.91%, 1-year 22.09%, 3-year 20.50%, 5-year 9.80%, 10-year 13.44%.

CGPAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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