CGTRX Mutual Fund

NAV$9.79

Returns Overview

1 Month
-1.04%
3 Months
+20.89%
6 Months
+9.84%
YTD
+10.22%
1 Year
+12.49%
3 Years (annualized)
+19.20%
5 Years (annualized)
+7.55%
10 Years (annualized)
+15.26%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+8.97%
vs Peers
+1.25%

CGTRX Mutual Fund Performance

CGTRX performance across multiple time periods: 1-month -1.04%, YTD 10.22%, 1-year 12.49%, 3-year 19.20%, 5-year 7.55%, 10-year 15.26%.

CGTRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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