CMGVX Mutual Fund

NAV$32.64

Returns Overview

1 Month
+4.95%
3 Months
+26.67%
6 Months
+22.64%
YTD
+20.39%
1 Year
+25.60%
3 Years (annualized)
+26.27%
5 Years (annualized)
+15.07%
10 Years (annualized)
+19.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGVX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+20.39%
Peer Avg (YTD)
+10.82%
vs Peers
+9.57%

CMGVX Mutual Fund Performance

CMGVX performance across multiple time periods: 1-month 4.95%, YTD 20.39%, 1-year 25.60%, 3-year 26.27%, 5-year 15.07%, 10-year 19.13%.

CMGVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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