CGARX Mutual Fund

CGARX Mutual Fund

NAV$33.02
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Returns Overview

1 Month
-1.83%
3 Months
-0.82%
6 Months
+14.66%
YTD
+10.11%
1 Year
+14.22%
3 Years (annualized)
+15.79%
5 Years (annualized)
+7.17%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGARX 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
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🏦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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+6.10%
vs Peers
+4.01%

CGARX Mutual Fund Performance

CGARX performance across multiple time periods: 1-month -1.83%, YTD 10.11%, 1-year 14.22%, 3-year 15.79%, 5-year 7.17%, 10-year 10.61%.

CGARX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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