CGTAX Mutual Fund

CGTAX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
+0.28%
3 Months
-0.99%
6 Months
-2.74%
YTD
-1.18%
1 Year
+0.44%
3 Years (annualized)
+3.37%
5 Years (annualized)
-0.53%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTAX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.18%
Peer Avg (YTD)
+2.15%
vs Peers
-3.34%

CGTAX Mutual Fund Performance

CGTAX performance across multiple time periods: 1-month 0.28%, YTD -1.18%, 1-year 0.44%, 3-year 3.37%, 5-year -0.53%, 10-year 1.13%.

CGTAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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