CGNFX Mutual Fund

NAV$22.85

Returns Overview

1 Month
-0.79%
3 Months
+10.64%
6 Months
+8.10%
YTD
+7.44%
1 Year
+16.61%
3 Years (annualized)
+16.26%
5 Years (annualized)
+9.10%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGNFX 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)
+7.44%
Peer Avg (YTD)
+6.73%
vs Peers
+0.72%

CGNFX Mutual Fund Performance

CGNFX performance across multiple time periods: 1-month -0.79%, YTD 7.44%, 1-year 16.61%, 3-year 16.26%, 5-year 9.10%, 10-year 10.89%.

CGNFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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