CMGIX Mutual Fund

NAV$33.67

Returns Overview

1 Month
+5.50%
3 Months
+21.07%
6 Months
+15.53%
YTD
+13.86%
1 Year
+10.33%
3 Years (annualized)
+12.49%
5 Years (annualized)
+2.91%
10 Years (annualized)
+13.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.86%
Peer Avg (YTD)
+10.82%
vs Peers
+3.04%

CMGIX Mutual Fund Performance

CMGIX performance across multiple time periods: 1-month 5.50%, YTD 13.86%, 1-year 10.33%, 3-year 12.49%, 5-year 2.91%, 10-year 13.68%.

CMGIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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