CGRYX Mutual Fund

NAV$37.91

Returns Overview

1 Month
-0.13%
3 Months
+8.03%
6 Months
+6.96%
YTD
+6.30%
1 Year
+18.25%
3 Years (annualized)
+14.24%
5 Years (annualized)
+11.96%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRYX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+9.49%
vs Peers
-3.19%

CGRYX Mutual Fund Performance

CGRYX performance across multiple time periods: 1-month -0.13%, YTD 6.30%, 1-year 18.25%, 3-year 14.24%, 5-year 11.96%, 10-year 12.22%.

CGRYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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