CGVFX Mutual Fund

CGVFX Mutual Fund

NAV$30.85
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Returns Overview

3 Months
-0.84%
6 Months
+4.26%
YTD
+7.68%
1 Year
+15.40%
3 Years (annualized)
+15.93%
5 Years (annualized)
+8.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVFX 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 Index(MDWO)
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+8.51%
vs Peers
-0.83%

CGVFX Mutual Fund Performance

CGVFX performance across multiple time periods: YTD 7.68%, 1-year 15.40%, 3-year 15.93%, 5-year 8.50%.

CGVFX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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