CGTRX Mutual Fund

CGTRX Mutual Fund

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Returns Overview

1 Month
+3.56%
6 Months
+17.09%
YTD
+11.38%
1 Year
+14.78%
3 Years (annualized)
+19.39%
5 Years (annualized)
+6.90%
10 Years (annualized)
+14.61%

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)
+11.38%
Peer Avg (YTD)
+8.51%
vs Peers
+2.87%

CGTRX Mutual Fund Performance

CGTRX performance across multiple time periods: 1-month 3.56%, YTD 11.38%, 1-year 14.78%, 3-year 19.39%, 5-year 6.90%, 10-year 14.61%.

CGTRX returns outperform the peer average of 8.51% 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.