CGVHX Mutual Fund

NAV$31.16

Returns Overview

1 Month
-0.22%
3 Months
+5.02%
6 Months
+6.71%
YTD
+9.14%
1 Year
+20.84%
3 Years (annualized)
+16.83%
5 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVHX 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)
+9.14%
Peer Avg (YTD)
+8.97%
vs Peers
+0.17%

CGVHX Mutual Fund Performance

CGVHX performance across multiple time periods: 1-month -0.22%, YTD 9.14%, 1-year 20.84%, 3-year 16.83%, 5-year 9.58%.

CGVHX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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