CGPFX Mutual Fund

CGPFX Mutual Fund

NAV$31.75
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Returns Overview

3 Months
+4.00%
6 Months
+7.19%
YTD
+8.66%
1 Year
+18.12%
3 Years (annualized)
+18.50%
5 Years (annualized)
+9.34%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPFX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+6.23%
vs Peers
+2.42%

CGPFX Mutual Fund Performance

CGPFX performance across multiple time periods: YTD 8.66%, 1-year 18.12%, 3-year 18.50%, 5-year 9.34%, 10-year 13.00%.

CGPFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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