CGRYX Mutual Fund

CGRYX Mutual Fund

NAV$36.81
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Returns Overview

1 Month
+2.43%
3 Months
+6.00%
6 Months
+8.07%
YTD
+12.82%
1 Year
+21.58%
3 Years (annualized)
+16.60%
5 Years (annualized)
+13.07%
10 Years (annualized)
+12.43%

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
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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)
+12.82%
Peer Avg (YTD)
+12.44%
vs Peers
+0.39%

CGRYX Mutual Fund Performance

CGRYX performance across multiple time periods: 1-month 2.43%, YTD 12.82%, 1-year 21.58%, 3-year 16.60%, 5-year 13.07%, 10-year 12.43%.

CGRYX returns outperform the peer average of 12.44% 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.