CGOAX Mutual Fund

NAV$36.82

Returns Overview

1 Month
+5.95%
3 Months
+35.44%
6 Months
+30.17%
YTD
+27.43%
1 Year
+54.85%
3 Years (annualized)
+26.84%
5 Years (annualized)
+8.98%
10 Years (annualized)
+19.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGOAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+27.43%
Peer Avg (YTD)
+18.52%
vs Peers
+8.91%

CGOAX Mutual Fund Performance

CGOAX performance across multiple time periods: 1-month 5.95%, YTD 27.43%, 1-year 54.85%, 3-year 26.84%, 5-year 8.98%, 10-year 19.50%.

CGOAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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