CMGAX Mutual Fund

NAV$9.08
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.04%
3 Months
+0.80%
6 Months
+0.91%
YTD
+0.91%
1 Year
+3.72%
3 Years (annualized)
+5.30%
5 Years (annualized)
+2.08%
10 Years (annualized)
+2.08%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+3.23%
vs Peers
-2.31%

CMGAX Mutual Fund Performance

CMGAX performance across multiple time periods: 1-month 0.04%, YTD 0.91%, 1-year 3.72%, 3-year 5.30%, 5-year 2.08%, 10-year 2.08%.

CMGAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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