CGFCX Mutual Fund

NAV$70.83

Returns Overview

1 Month
-0.62%
3 Months
+18.80%
6 Months
+8.99%
YTD
+8.41%
1 Year
+17.92%
3 Years (annualized)
+19.34%
5 Years (annualized)
+8.92%
10 Years (annualized)
+14.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFCX 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

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+8.97%
vs Peers
-0.56%

CGFCX Mutual Fund Performance

CGFCX performance across multiple time periods: 1-month -0.62%, YTD 8.41%, 1-year 17.92%, 3-year 19.34%, 5-year 8.92%, 10-year 14.35%.

CGFCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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