CGQGX Mutual Fund

CGQGX Mutual Fund

NAV$30.77
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Returns Overview

1 Month
-3.03%
3 Months
-1.73%
6 Months
+1.42%
YTD
+5.93%
1 Year
+7.25%
3 Years (annualized)
+21.97%
5 Years (annualized)
+7.68%
10 Years (annualized)
+12.91%

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)
+5.93%
Peer Avg (YTD)
+5.23%
vs Peers
+0.69%

CGQGX Mutual Fund Performance

CGQGX performance across multiple time periods: 1-month -3.03%, YTD 5.93%, 1-year 7.25%, 3-year 21.97%, 5-year 7.68%, 10-year 12.91%.

CGQGX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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