CMGIX Mutual Fund

CMGIX Mutual Fund

NAV$29.20
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Returns Overview

1 Month
-6.44%
3 Months
-9.90%
6 Months
-7.01%
YTD
-4.55%
1 Year
-7.75%
3 Years (annualized)
+10.15%
5 Years (annualized)
-3.39%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-4.55%
Peer Avg (YTD)
+8.01%
vs Peers
-12.55%

CMGIX Mutual Fund Performance

CMGIX performance across multiple time periods: 1-month -6.44%, YTD -4.55%, 1-year -7.75%, 3-year 10.15%, 5-year -3.39%, 10-year 10.70%.

CMGIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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