CLGEX Mutual Fund

CLGEX Mutual Fund

NAV$72.78
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Returns Overview

1 Month
-5.34%
3 Months
+0.54%
6 Months
+1.84%
YTD
+3.87%
1 Year
+1.35%
3 Years (annualized)
+21.85%
5 Years (annualized)
+9.14%
10 Years (annualized)
+15.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLGEX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+5.23%
vs Peers
-1.36%

CLGEX Mutual Fund Performance

CLGEX performance across multiple time periods: 1-month -5.34%, YTD 3.87%, 1-year 1.35%, 3-year 21.85%, 5-year 9.14%, 10-year 15.97%.

CLGEX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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