CMGIX Mutual Fund

CMGIX Mutual Fund

NAV$34.49
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Returns Overview

1 Month
-6.95%
3 Months
+3.21%
6 Months
-7.38%
YTD
+7.50%
1 Year
+3.73%
3 Years (annualized)
+8.70%
5 Years (annualized)
-0.20%
10 Years (annualized)
+11.82%

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)
+7.50%
Peer Avg (YTD)
+9.54%
vs Peers
-2.04%

CMGIX Mutual Fund Performance

CMGIX performance across multiple time periods: 1-month -6.95%, YTD 7.50%, 1-year 3.73%, 3-year 8.70%, 5-year -0.20%, 10-year 11.82%.

CMGIX returns trail the peer average of 9.54% 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.