CGTYX Mutual Fund

CGTYX Mutual Fund

NAV$146.99
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Returns Overview

1 Month
-8.01%
3 Months
+7.55%
6 Months
+32.98%
YTD
+45.09%
1 Year
+78.14%
3 Years (annualized)
+38.44%
5 Years (annualized)
+23.19%
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)
+45.09%
Peer Avg (YTD)
+11.56%
vs Peers
+33.53%

CGTYX Mutual Fund Performance

CGTYX performance across multiple time periods: 1-month -8.01%, YTD 45.09%, 1-year 78.14%, 3-year 38.44%, 5-year 23.19%, 10-year 26.62%.

CGTYX returns outperform the peer average of 11.56% 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.