CGVGX Mutual Fund

NAV$30.20

Returns Overview

1 Month
-3.24%
3 Months
+3.50%
6 Months
+3.32%
YTD
+5.82%
1 Year
+20.74%
3 Years (annualized)
+16.75%
5 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVGX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+8.97%
vs Peers
-3.15%

CGVGX Mutual Fund Performance

CGVGX performance across multiple time periods: 1-month -3.24%, YTD 5.82%, 1-year 20.74%, 3-year 16.75%, 5-year 9.50%.

CGVGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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