CGRCX Mutual Fund

CGRCX Mutual Fund

NAV$31.38
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Returns Overview

1 Month
+2.32%
3 Months
+5.73%
6 Months
+7.51%
YTD
+12.11%
1 Year
+20.38%
3 Years (annualized)
+15.43%
5 Years (annualized)
+11.94%
10 Years (annualized)
+11.35%

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
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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 Value Index(RLV)
This Mutual Fund (YTD)
+12.11%
Peer Avg (YTD)
+12.44%
vs Peers
-0.33%

CGRCX Mutual Fund Performance

CGRCX performance across multiple time periods: 1-month 2.32%, YTD 12.11%, 1-year 20.38%, 3-year 15.43%, 5-year 11.94%, 10-year 11.35%.

CGRCX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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