CGNCX Mutual Fund

NAV$22.78

Returns Overview

1 Month
+0.38%
3 Months
+11.75%
6 Months
+8.96%
YTD
+8.29%
1 Year
+16.98%
3 Years (annualized)
+15.65%
5 Years (annualized)
+8.34%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGNCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.29%
Peer Avg (YTD)
+6.73%
vs Peers
+1.57%

CGNCX Mutual Fund Performance

CGNCX performance across multiple time periods: 1-month 0.38%, YTD 8.29%, 1-year 16.98%, 3-year 15.65%, 5-year 8.34%, 10-year 9.95%.

CGNCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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