CGRYX Mutual Fund

CGRYX Mutual Fund

NAV$38.44
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Returns Overview

1 Month
+3.62%
3 Months
+4.72%
6 Months
+7.46%
YTD
+10.15%
1 Year
+24.76%
3 Years (annualized)
+13.85%
5 Years (annualized)
+12.74%
10 Years (annualized)
+12.28%

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)
+10.15%
Peer Avg (YTD)
+11.41%
vs Peers
-1.26%

CGRYX Mutual Fund Performance

CGRYX performance across multiple time periods: 1-month 3.62%, YTD 10.15%, 1-year 24.76%, 3-year 13.85%, 5-year 12.74%, 10-year 12.28%.

CGRYX returns trail the peer average of 11.41% 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.