CMGAX Mutual Fund

CMGAX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+0.22%
3 Months
-0.33%
6 Months
+0.15%
YTD
+0.75%
1 Year
+1.74%
3 Years (annualized)
+5.06%
5 Years (annualized)
+2.43%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGAX 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
PROUpgrade to run
🏦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
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+1.93%
vs Peers
-1.18%

CMGAX Mutual Fund Performance

CMGAX performance across multiple time periods: 1-month 0.22%, YTD 0.75%, 1-year 1.74%, 3-year 5.06%, 5-year 2.43%, 10-year 1.83%.

CMGAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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