CLGRX Mutual Fund

NAV$78.59

Returns Overview

1 Month
-3.83%
3 Months
+1.08%
6 Months
+3.97%
YTD
+4.52%
1 Year
+21.33%
3 Years (annualized)
+20.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+8.97%
vs Peers
-4.45%

CLGRX Mutual Fund Performance

CLGRX performance across multiple time periods: 1-month -3.83%, YTD 4.52%, 1-year 21.33%, 3-year 20.66%.

CLGRX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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