CMGUX Mutual Fund

CMGUX Mutual Fund

NAV$9.24
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Returns Overview

3 Months
+0.47%
6 Months
+1.50%
YTD
+2.75%
1 Year
+3.56%
3 Years (annualized)
+5.07%
5 Years (annualized)
+4.11%
10 Years (annualized)
+2.89%

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)
+2.75%
Peer Avg (YTD)
+1.93%
vs Peers
+0.83%

CMGUX Mutual Fund Performance

CMGUX performance across multiple time periods: YTD 2.75%, 1-year 3.56%, 3-year 5.07%, 5-year 4.11%, 10-year 2.89%.

CMGUX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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