CGTAX Mutual Fund

CGTAX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
+2.66%
3 Months
-0.19%
6 Months
-1.43%
YTD
-1.64%
1 Year
-1.17%
3 Years (annualized)
+4.54%
5 Years (annualized)
-0.53%
10 Years (annualized)
+1.01%

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)
-1.64%
Peer Avg (YTD)
+1.93%
vs Peers
-3.57%

CGTAX Mutual Fund Performance

CGTAX performance across multiple time periods: 1-month 2.66%, YTD -1.64%, 1-year -1.17%, 3-year 4.54%, 5-year -0.53%, 10-year 1.01%.

CGTAX returns trail the peer average of 1.93% 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.