CGQGX Mutual Fund

CGQGX Mutual Fund

NAV$32.36
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Returns Overview

1 Month
+0.47%
3 Months
+18.34%
6 Months
+11.69%
YTD
+10.96%
1 Year
+22.27%
3 Years (annualized)
+20.66%
5 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGQGX 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)
+10.96%
Peer Avg (YTD)
+8.97%
vs Peers
+1.99%

CGQGX Mutual Fund Performance

CGQGX performance across multiple time periods: 1-month 0.47%, YTD 10.96%, 1-year 22.27%, 3-year 20.66%, 5-year 9.97%.

CGQGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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