CGQYX Mutual Fund

CGQYX Mutual Fund

NAV$13.51
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Returns Overview

1 Month
+4.11%
3 Months
-1.27%
6 Months
+11.51%
YTD
+5.10%
1 Year
+13.77%
3 Years (annualized)
+19.69%
5 Years (annualized)
+11.64%
10 Years (annualized)
+16.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGQYX 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
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🏦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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+8.51%
vs Peers
-3.41%

CGQYX Mutual Fund Performance

CGQYX performance across multiple time periods: 1-month 4.11%, YTD 5.10%, 1-year 13.77%, 3-year 19.69%, 5-year 11.64%, 10-year 16.38%.

CGQYX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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