CLGPX Mutual Fund

NAV$18.40

Returns Overview

1 Month
+0.11%
3 Months
-1.92%
6 Months
+0.27%
YTD
+0.77%
1 Year
+18.94%
3 Years (annualized)
+22.20%
5 Years (annualized)
+14.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLGPX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.77%
Peer Avg (YTD)
+8.97%
vs Peers
-8.20%

CLGPX Mutual Fund Performance

CLGPX performance across multiple time periods: 1-month 0.11%, YTD 0.77%, 1-year 18.94%, 3-year 22.20%, 5-year 14.61%.

CLGPX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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