CGVVX Mutual Fund

NAV$15.84

Returns Overview

1 Month
-0.50%
3 Months
+7.17%
6 Months
+1.93%
YTD
+4.62%
1 Year
+23.72%
3 Years (annualized)
+20.08%
5 Years (annualized)
+13.02%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVVX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI AC World Index Net
This Mutual Fund (YTD)
+4.62%
Peer Avg (YTD)
+9.49%
vs Peers
-4.87%

CGVVX Mutual Fund Performance

CGVVX performance across multiple time periods: 1-month -0.50%, YTD 4.62%, 1-year 23.72%, 3-year 20.08%, 5-year 13.02%, 10-year 11.94%.

CGVVX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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