CMGYX Mutual Fund

NAV$34.08

Returns Overview

1 Month
+4.96%
3 Months
+26.71%
6 Months
+22.69%
YTD
+20.41%
1 Year
+25.65%
3 Years (annualized)
+22.17%
5 Years (annualized)
+12.84%
10 Years (annualized)
+17.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGYX 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)
+20.41%
Peer Avg (YTD)
+10.82%
vs Peers
+9.59%

CMGYX Mutual Fund Performance

CMGYX performance across multiple time periods: 1-month 4.96%, YTD 20.41%, 1-year 25.65%, 3-year 22.17%, 5-year 12.84%, 10-year 17.99%.

CMGYX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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