CGRGX Mutual Fund

CGRGX Mutual Fund

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Returns Overview

1 Month
-3.04%
3 Months
-1.72%
6 Months
+1.51%
YTD
+6.07%
1 Year
+7.40%
3 Years (annualized)
+22.20%
5 Years (annualized)
+7.87%
10 Years (annualized)
+12.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRGX 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)
+6.07%
Peer Avg (YTD)
+4.64%
vs Peers
+1.43%

CGRGX Mutual Fund Performance

CGRGX performance across multiple time periods: 1-month -3.04%, YTD 6.07%, 1-year 7.40%, 3-year 22.20%, 5-year 7.87%, 10-year 12.98%.

CGRGX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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