CGTUX Mutual Fund

CGTUX Mutual Fund

NAV$141.23
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Returns Overview

1 Month
-8.93%
3 Months
+6.75%
6 Months
+16.86%
YTD
+19.21%
1 Year
+31.17%
3 Years (annualized)
+28.55%
5 Years (annualized)
+16.83%
10 Years (annualized)
+23.24%

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)
+19.21%
Peer Avg (YTD)
+11.56%
vs Peers
+7.65%

CGTUX Mutual Fund Performance

CGTUX performance across multiple time periods: 1-month -8.93%, YTD 19.21%, 1-year 31.17%, 3-year 28.55%, 5-year 16.83%, 10-year 23.24%.

CGTUX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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