CMGSX Mutual Fund

Returns Overview

1 Month
+5.48%
3 Months
+20.95%
6 Months
+15.36%
YTD
+13.72%
1 Year
+10.05%
3 Years (annualized)
+12.22%
5 Years (annualized)
+2.73%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGSX 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)
+13.72%
Peer Avg (YTD)
+10.82%
vs Peers
+2.91%

CMGSX Mutual Fund Performance

CMGSX performance across multiple time periods: 1-month 5.48%, YTD 13.72%, 1-year 10.05%, 3-year 12.22%, 5-year 2.73%, 10-year 13.45%.

CMGSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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