CGTDX Mutual Fund

CGTDX Mutual Fund

NAV$145.21
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Returns Overview

1 Month
+4.95%
3 Months
-1.62%
6 Months
+25.63%
YTD
+25.03%
1 Year
+36.68%
3 Years (annualized)
+28.42%
5 Years (annualized)
+16.71%
10 Years (annualized)
+23.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTDX 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
S&P Global 1200 Information Technology Index(SPG1200IT)
This Mutual Fund (YTD)
+25.03%
Peer Avg (YTD)
+14.35%
vs Peers
+10.68%

CGTDX Mutual Fund Performance

CGTDX performance across multiple time periods: 1-month 4.95%, YTD 25.03%, 1-year 36.68%, 3-year 28.42%, 5-year 16.71%, 10-year 23.11%.

CGTDX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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