CGQGX Mutual Fund

CGQGX Mutual Fund

NAV$31.84
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Returns Overview

1 Month
-2.86%
3 Months
+3.20%
6 Months
+6.36%
YTD
+7.79%
1 Year
+17.18%
3 Years (annualized)
+18.45%
5 Years (annualized)
+9.31%
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)
+7.79%
Peer Avg (YTD)
+6.23%
vs Peers
+1.55%

CGQGX Mutual Fund Performance

CGQGX performance across multiple time periods: 1-month -2.86%, YTD 7.79%, 1-year 17.18%, 3-year 18.45%, 5-year 9.31%, 10-year 12.91%.

CGQGX returns outperform the peer average of 6.23% 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.