CGRYX Mutual Fund

CGRYX Mutual Fund

NAV$39.26
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Returns Overview

1 Month
+7.04%
3 Months
+5.17%
6 Months
+10.14%
YTD
+15.85%
1 Year
+23.39%
3 Years (annualized)
+20.11%
5 Years (annualized)
+12.68%
10 Years (annualized)
+12.85%

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
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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)
+15.85%
Peer Avg (YTD)
+20.32%
vs Peers
-4.48%

CGRYX Mutual Fund Performance

CGRYX performance across multiple time periods: 1-month 7.04%, YTD 15.85%, 1-year 23.39%, 3-year 20.11%, 5-year 12.68%, 10-year 12.85%.

CGRYX returns trail the peer average of 20.32% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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