CGTEX Mutual Fund

CGTEX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
-1.29%
3 Months
-1.29%
6 Months
-1.62%
YTD
-1.50%
1 Year
+1.62%
3 Years (annualized)
+2.87%
5 Years (annualized)
-0.81%
10 Years (annualized)
+0.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTEX 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)
-1.50%
Peer Avg (YTD)
+0.12%
vs Peers
-1.62%

CGTEX Mutual Fund Performance

CGTEX performance across multiple time periods: 1-month -1.29%, YTD -1.50%, 1-year 1.62%, 3-year 2.87%, 5-year -0.81%, 10-year 0.79%.

CGTEX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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