CMGSX Mutual Fund

CMGSX Mutual Fund

NAV$24.87
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Returns Overview

1 Month
-6.44%
3 Months
-9.95%
6 Months
-7.14%
YTD
-4.73%
1 Year
-7.97%
3 Years (annualized)
+9.87%
5 Years (annualized)
-3.63%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGSX 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)
-4.73%
Peer Avg (YTD)
+8.01%
vs Peers
-12.74%

CMGSX Mutual Fund Performance

CMGSX performance across multiple time periods: 1-month -6.44%, YTD -4.73%, 1-year -7.97%, 3-year 9.87%, 5-year -3.63%, 10-year 10.43%.

CMGSX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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