CBGRX Mutual Fund

CBGRX Mutual Fund

NAV$13.67
See how much of CBGRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.67%
3 Months
-3.50%
6 Months
-2.53%
YTD
-2.66%
1 Year
-1.73%
3 Years (annualized)
+4.62%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBGRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
+0.50%
vs Peers
-3.16%

CBGRX Mutual Fund Performance

CBGRX performance across multiple time periods: 1-month -2.67%, YTD -2.66%, 1-year -1.73%, 3-year 4.62%, 5-year 0.17%, 10-year 1.75%.

CBGRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

CBGRX vs another fund shows side-by-side returns. CBGRX alternatives are available in the Mutual Fund Screener.