CMGVX Mutual Fund

CMGVX Mutual Fund

NAV$33.52
See how much of CMGVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.87%
3 Months
+4.68%
6 Months
+10.76%
YTD
+12.98%
1 Year
+13.01%
3 Years (annualized)
+17.78%
5 Years (annualized)
+6.96%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+9.54%
vs Peers
+3.44%

CMGVX Mutual Fund Performance

CMGVX performance across multiple time periods: 1-month -7.87%, YTD 12.98%, 1-year 13.01%, 3-year 17.78%, 5-year 6.96%, 10-year 13.26%.

CMGVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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