CGTFX Mutual Fund

NAV$11.92

Returns Overview

3 Months
-0.25%
6 Months
-1.57%
YTD
-1.73%
1 Year
+2.70%
3 Years (annualized)
+3.64%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTFX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-1.73%
Peer Avg (YTD)
+3.23%
vs Peers
-4.96%

CGTFX Mutual Fund Performance

CGTFX performance across multiple time periods: YTD -1.73%, 1-year 2.70%, 3-year 3.64%, 5-year 0.05%, 10-year 1.35%.

CGTFX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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