CGRWX Mutual Fund

NAV$36.06

Returns Overview

1 Month
-0.13%
3 Months
+8.01%
6 Months
+6.85%
YTD
+6.20%
1 Year
+17.98%
3 Years (annualized)
+13.98%
5 Years (annualized)
+11.69%
10 Years (annualized)
+11.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+9.49%
vs Peers
-3.29%

CGRWX Mutual Fund Performance

CGRWX performance across multiple time periods: 1-month -0.13%, YTD 6.20%, 1-year 17.98%, 3-year 13.98%, 5-year 11.69%, 10-year 11.54%.

CGRWX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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