CGRAX Mutual Fund

CGRAX Mutual Fund

NAV$9.29
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Returns Overview

1 Month
-2.31%
3 Months
+6.06%
6 Months
+19.23%
YTD
+11.47%
1 Year
+32.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.47%
Peer Avg (YTD)
+9.46%
vs Peers
+2.01%

CGRAX Mutual Fund Performance

CGRAX performance across multiple time periods: 1-month -2.31%, YTD 11.47%, 1-year 32.96%.

CGRAX returns outperform the peer average of 9.46% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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