CPGAX Mutual Fund

NAV$28.85

Returns Overview

1 Month
+0.68%
3 Months
+18.06%
6 Months
+13.34%
YTD
+12.27%
1 Year
+24.78%
3 Years (annualized)
+19.75%
5 Years (annualized)
+8.71%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CPGAX 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
Lipper Global Large-Cap Growth Funds Index
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+8.97%
vs Peers
+3.30%

CPGAX Mutual Fund Performance

CPGAX performance across multiple time periods: 1-month 0.68%, YTD 12.27%, 1-year 24.78%, 3-year 19.75%, 5-year 8.71%, 10-year 12.71%.

CPGAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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