CGPEX Mutual Fund

CGPEX Mutual Fund

NAV$31.63
See how much of CGPEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.36%
3 Months
-0.13%
6 Months
+9.04%
YTD
+10.14%
1 Year
+17.35%
3 Years (annualized)
+19.45%
5 Years (annualized)
+9.22%
10 Years (annualized)
+12.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPEX 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)
+10.14%
Peer Avg (YTD)
+8.51%
vs Peers
+1.63%

CGPEX Mutual Fund Performance

CGPEX performance across multiple time periods: 1-month 2.36%, YTD 10.14%, 1-year 17.35%, 3-year 19.45%, 5-year 9.22%, 10-year 12.94%.

CGPEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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