CGVFX Mutual Fund

NAV$30.85

Returns Overview

1 Month
-0.84%
3 Months
+12.76%
6 Months
+8.70%
YTD
+7.68%
1 Year
+17.66%
3 Years (annualized)
+15.71%
5 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVFX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+8.97%
vs Peers
-1.29%

CGVFX Mutual Fund Performance

CGVFX performance across multiple time periods: 1-month -0.84%, YTD 7.68%, 1-year 17.66%, 3-year 15.71%, 5-year 8.89%.

CGVFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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