CTOGX Mutual Fund

CTOGX Mutual Fund

NAV$20.24
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Returns Overview

1 Month
-13.99%
3 Months
-5.17%
6 Months
+13.53%
YTD
+12.56%
1 Year
+31.17%
3 Years (annualized)
+25.25%
5 Years (annualized)
+7.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CTOGX 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
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+12.56%
Peer Avg (YTD)
+9.54%
vs Peers
+3.02%

CTOGX Mutual Fund Performance

CTOGX performance across multiple time periods: 1-month -13.99%, YTD 12.56%, 1-year 31.17%, 3-year 25.25%, 5-year 7.72%.

CTOGX returns outperform 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.

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