CGJAX Mutual Fund

NAV$83.24

Returns Overview

1 Month
-0.92%
3 Months
+17.96%
6 Months
+10.16%
YTD
+9.98%
1 Year
+20.99%
3 Years (annualized)
+20.32%
5 Years (annualized)
+12.35%
10 Years (annualized)
+17.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGJAX 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)
+9.98%
Peer Avg (YTD)
+8.97%
vs Peers
+1.01%

CGJAX Mutual Fund Performance

CGJAX performance across multiple time periods: 1-month -0.92%, YTD 9.98%, 1-year 20.99%, 3-year 20.32%, 5-year 12.35%, 10-year 17.41%.

CGJAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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