CGREX Mutual Fund

CGREX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+8.42%
3 Months
+6.09%
6 Months
+10.22%
YTD
+9.67%
1 Year
+14.47%
3 Years (annualized)
+6.02%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGREX 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
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📉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 (Net)
This Mutual Fund (YTD)
+9.67%
Peer Avg (YTD)
+9.30%
vs Peers
+0.37%

CGREX Mutual Fund Performance

CGREX performance across multiple time periods: 1-month 8.42%, YTD 9.67%, 1-year 14.47%, 3-year 6.02%, 5-year 0.46%, 10-year 1.99%.

CGREX returns outperform the peer average of 9.30% YTD. With an expense ratio of 2.17%, investors should weigh costs against performance when evaluating this mutual fund.

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