CGPCX Mutual Fund

CGPCX Mutual Fund

NAV$29.95
See how much of CGPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.94%
3 Months
+2.99%
6 Months
+5.89%
YTD
+7.27%
1 Year
+16.14%
3 Years (annualized)
+17.40%
5 Years (annualized)
+8.31%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+6.23%
vs Peers
+1.03%

CGPCX Mutual Fund Performance

CGPCX performance across multiple time periods: 1-month -2.94%, YTD 7.27%, 1-year 16.14%, 3-year 17.40%, 5-year 8.31%, 10-year 11.90%.

CGPCX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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