CMGUX Mutual Fund

CMGUX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
+0.34%
3 Months
+1.01%
6 Months
+1.91%
YTD
+1.91%
1 Year
+4.42%
3 Years (annualized)
+5.33%
5 Years (annualized)
+3.87%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGUX 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
Bloomberg US Short-Term Government/Corporate Index
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+3.23%
vs Peers
-1.31%

CMGUX Mutual Fund Performance

CMGUX performance across multiple time periods: 1-month 0.34%, YTD 1.91%, 1-year 4.42%, 3-year 5.33%, 5-year 3.87%, 10-year 2.79%.

CMGUX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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