CGPAX Mutual Fund

CGPAX Mutual Fund

NAV$30.81
See how much of CGPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.06%
3 Months
-1.76%
6 Months
+1.35%
YTD
+5.82%
1 Year
+7.12%
3 Years (annualized)
+21.43%
5 Years (annualized)
+7.33%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+5.14%
vs Peers
+0.68%

CGPAX Mutual Fund Performance

CGPAX performance across multiple time periods: 1-month -3.06%, YTD 5.82%, 1-year 7.12%, 3-year 21.43%, 5-year 7.33%, 10-year 12.49%.

CGPAX returns outperform the peer average of 5.14% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

CGPAX vs another fund shows side-by-side returns. CGPAX alternatives are available in the Mutual Fund Screener.