CGTRX Mutual Fund

CGTRX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-2.42%
3 Months
+4.51%
6 Months
+9.72%
YTD
+7.55%
1 Year
+8.25%
3 Years (annualized)
+14.19%
5 Years (annualized)
+4.87%
10 Years (annualized)
+14.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTRX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+6.23%
vs Peers
+1.32%

CGTRX Mutual Fund Performance

CGTRX performance across multiple time periods: 1-month -2.42%, YTD 7.55%, 1-year 8.25%, 3-year 14.19%, 5-year 4.87%, 10-year 14.12%.

CGTRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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