CGTYX Mutual Fund

CGTYX Mutual Fund

NAV$132.29
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Returns Overview

1 Month
-7.60%
3 Months
-0.14%
6 Months
+7.39%
YTD
+41.58%
1 Year
+38.73%
3 Years (annualized)
+44.70%
5 Years (annualized)
+22.20%
10 Years (annualized)
+26.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTYX 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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+41.58%
Peer Avg (YTD)
+11.26%
vs Peers
+30.33%

CGTYX Mutual Fund Performance

CGTYX performance across multiple time periods: 1-month -7.60%, YTD 41.58%, 1-year 38.73%, 3-year 44.70%, 5-year 22.20%, 10-year 26.62%.

CGTYX returns outperform the peer average of 11.26% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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