CGVVX Mutual Fund

CGVVX Mutual Fund

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Returns Overview

1 Month
+0.94%
3 Months
+7.01%
6 Months
+3.69%
YTD
+5.88%
1 Year
+22.80%
3 Years (annualized)
+19.19%
5 Years (annualized)
+13.04%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVVX 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 AC World Index Net
This Mutual Fund (YTD)
+5.88%
Peer Avg (YTD)
+11.41%
vs Peers
-5.54%

CGVVX Mutual Fund Performance

CGVVX performance across multiple time periods: 1-month 0.94%, YTD 5.88%, 1-year 22.80%, 3-year 19.19%, 5-year 13.04%, 10-year 11.61%.

CGVVX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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