CGTUX Mutual Fund

CGTUX Mutual Fund

NAV$144.88
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Returns Overview

1 Month
+2.94%
3 Months
+39.29%
6 Months
+30.89%
YTD
+29.75%
1 Year
+49.66%
3 Years (annualized)
+34.68%
5 Years (annualized)
+21.36%
10 Years (annualized)
+26.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTUX 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)
+29.75%
Peer Avg (YTD)
+16.06%
vs Peers
+13.69%

CGTUX Mutual Fund Performance

CGTUX performance across multiple time periods: 1-month 2.94%, YTD 29.75%, 1-year 49.66%, 3-year 34.68%, 5-year 21.36%, 10-year 26.30%.

CGTUX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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