CGRNX Mutual Fund

CGRNX Mutual Fund

NAV$35.14
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Returns Overview

1 Month
+3.59%
3 Months
+4.63%
6 Months
+7.22%
YTD
+9.86%
1 Year
+24.15%
3 Years (annualized)
+13.27%
5 Years (annualized)
+12.18%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRNX 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)
+9.86%
Peer Avg (YTD)
+11.41%
vs Peers
-1.55%

CGRNX Mutual Fund Performance

CGRNX performance across multiple time periods: 1-month 3.59%, YTD 9.86%, 1-year 24.15%, 3-year 13.27%, 5-year 12.18%, 10-year 11.71%.

CGRNX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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