CGRWX Mutual Fund

CGRWX Mutual Fund

NAV$36.83
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Returns Overview

1 Month
-4.09%
3 Months
+1.73%
6 Months
+9.88%
YTD
+8.04%
1 Year
+14.99%
3 Years (annualized)
+16.31%
5 Years (annualized)
+12.80%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRWX 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)
+8.04%
Peer Avg (YTD)
+10.00%
vs Peers
-1.96%

CGRWX Mutual Fund Performance

CGRWX performance across multiple time periods: 1-month -4.09%, YTD 8.04%, 1-year 14.99%, 3-year 16.31%, 5-year 12.80%, 10-year 11.75%.

CGRWX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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