CGFEX Mutual Fund

NAV$82.85

Returns Overview

1 Month
-0.58%
3 Months
+18.94%
6 Months
+9.26%
YTD
+8.69%
1 Year
+18.53%
3 Years (annualized)
+20.26%
5 Years (annualized)
+11.35%
10 Years (annualized)
+15.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFEX 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)
+8.69%
Peer Avg (YTD)
+8.97%
vs Peers
-0.29%

CGFEX Mutual Fund Performance

CGFEX performance across multiple time periods: 1-month -0.58%, YTD 8.69%, 1-year 18.53%, 3-year 20.26%, 5-year 11.35%, 10-year 15.91%.

CGFEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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