CGNEX Mutual Fund

NAV$23.00

Returns Overview

1 Month
+0.46%
3 Months
+11.93%
6 Months
+9.26%
YTD
+8.54%
1 Year
+17.56%
3 Years (annualized)
+16.26%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGNEX 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)
+8.54%
Peer Avg (YTD)
+6.73%
vs Peers
+1.81%

CGNEX Mutual Fund Performance

CGNEX performance across multiple time periods: 1-month 0.46%, YTD 8.54%, 1-year 17.56%, 3-year 16.26%, 5-year 8.91%, 10-year 10.55%.

CGNEX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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