CGRGX Mutual Fund

CGRGX Mutual Fund

NAV$31.80
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Returns Overview

1 Month
-2.84%
3 Months
+3.28%
6 Months
+6.46%
YTD
+7.92%
1 Year
+17.35%
3 Years (annualized)
+18.69%
5 Years (annualized)
+9.52%
10 Years (annualized)
+13.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+6.23%
vs Peers
+1.69%

CGRGX Mutual Fund Performance

CGRGX performance across multiple time periods: 1-month -2.84%, YTD 7.92%, 1-year 17.35%, 3-year 18.69%, 5-year 9.52%, 10-year 13.15%.

CGRGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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