CGFYX Mutual Fund

NAV$84.29

Returns Overview

1 Month
-3.58%
3 Months
-0.05%
6 Months
+1.53%
YTD
+1.92%
1 Year
+18.59%
3 Years (annualized)
+20.00%
5 Years (annualized)
+11.08%
10 Years (annualized)
+16.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+8.97%
vs Peers
-7.05%

CGFYX Mutual Fund Performance

CGFYX performance across multiple time periods: 1-month -3.58%, YTD 1.92%, 1-year 18.59%, 3-year 20.00%, 5-year 11.08%, 10-year 16.79%.

CGFYX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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