CMGSX Mutual Fund

CMGSX Mutual Fund

NAV$29.23
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Returns Overview

1 Month
-6.97%
3 Months
+3.13%
6 Months
-9.78%
YTD
+7.33%
1 Year
+3.49%
3 Years (annualized)
+8.42%
5 Years (annualized)
-0.44%
10 Years (annualized)
+11.55%

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
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📉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)
+7.33%
Peer Avg (YTD)
+9.54%
vs Peers
-2.21%

CMGSX Mutual Fund Performance

CMGSX performance across multiple time periods: 1-month -6.97%, YTD 7.33%, 1-year 3.49%, 3-year 8.42%, 5-year -0.44%, 10-year 11.55%.

CMGSX returns trail the peer average of 9.54% 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.