CGPFX Mutual Fund

NAV$31.75

Returns Overview

1 Month
-1.64%
3 Months
+15.88%
6 Months
+9.37%
YTD
+8.66%
1 Year
+19.77%
3 Years (annualized)
+19.88%
5 Years (annualized)
+9.56%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPFX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+8.97%
vs Peers
-0.31%

CGPFX Mutual Fund Performance

CGPFX performance across multiple time periods: 1-month -1.64%, YTD 8.66%, 1-year 19.77%, 3-year 19.88%, 5-year 9.56%, 10-year 13.45%.

CGPFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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