CGRCX Mutual Fund

NAV$32.22

Returns Overview

1 Month
-0.22%
3 Months
+7.78%
6 Months
+6.41%
YTD
+5.80%
1 Year
+17.04%
3 Years (annualized)
+13.10%
5 Years (annualized)
+10.84%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.80%
Peer Avg (YTD)
+9.49%
vs Peers
-3.69%

CGRCX Mutual Fund Performance

CGRCX performance across multiple time periods: 1-month -0.22%, YTD 5.80%, 1-year 17.04%, 3-year 13.10%, 5-year 10.84%, 10-year 11.10%.

CGRCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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