CMRGX Mutual Fund

NAV$10.52

Returns Overview

3 Months
+1.48%
6 Months
+1.78%
YTD
+1.78%
1 Year
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMRGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+1.78%
Peer Avg (YTD)
+3.47%
vs Peers
-1.69%

CMRGX Mutual Fund Performance

CMRGX performance across multiple time periods: YTD 1.78%, 1-year 8.19%.

CMRGX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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