CLGPX Mutual Fund

CLGPX Mutual Fund

NAV$18.37
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Returns Overview

1 Month
-4.98%
3 Months
+0.92%
6 Months
+4.66%
YTD
+7.01%
1 Year
+4.14%
3 Years (annualized)
+22.01%
5 Years (annualized)
+6.77%
10 Years (annualized)
+14.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLGPX 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)
+7.01%
Peer Avg (YTD)
+5.23%
vs Peers
+1.77%

CLGPX Mutual Fund Performance

CLGPX performance across multiple time periods: 1-month -4.98%, YTD 7.01%, 1-year 4.14%, 3-year 22.01%, 5-year 6.77%, 10-year 14.60%.

CLGPX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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