CGPEX Mutual Fund

NAV$31.97

Returns Overview

1 Month
+0.44%
3 Months
+18.23%
6 Months
+11.51%
YTD
+10.77%
1 Year
+21.79%
3 Years (annualized)
+20.20%
5 Years (annualized)
+10.26%
10 Years (annualized)
+13.55%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+10.77%
Peer Avg (YTD)
+8.97%
vs Peers
+1.80%

CGPEX Mutual Fund Performance

CGPEX performance across multiple time periods: 1-month 0.44%, YTD 10.77%, 1-year 21.79%, 3-year 20.20%, 5-year 10.26%, 10-year 13.55%.

CGPEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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