CGVYX Mutual Fund

NAV$31.35

Returns Overview

1 Month
+1.74%
3 Months
+15.64%
6 Months
+11.43%
YTD
+10.37%
1 Year
+20.50%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVYX 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)
+10.37%
Peer Avg (YTD)
+8.97%
vs Peers
+1.40%

CGVYX Mutual Fund Performance

CGVYX performance across multiple time periods: 1-month 1.74%, YTD 10.37%, 1-year 20.50%, 3-year 16.49%, 5-year 9.25%.

CGVYX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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