CGAEX Mutual Fund

CGAEX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-5.06%
3 Months
-8.79%
6 Months
-0.88%
YTD
+4.35%
1 Year
+10.65%
3 Years (annualized)
+11.50%
5 Years (annualized)
+3.46%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGAEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian Global Alternative Energy Index
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+7.86%
vs Peers
-3.52%

CGAEX Mutual Fund Performance

CGAEX performance across multiple time periods: 1-month -5.06%, YTD 4.35%, 1-year 10.65%, 3-year 11.50%, 5-year 3.46%, 10-year 10.65%.

CGAEX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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