CGEZX Mutual Fund

CGEZX Mutual Fund

NAV$23.42
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Returns Overview

1 Month
-0.72%
3 Months
-4.00%
6 Months
+17.48%
YTD
+12.70%
1 Year
+17.64%
3 Years (annualized)
+19.60%
5 Years (annualized)
+9.51%
10 Years (annualized)
+17.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGEZX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+8.68%
vs Peers
+4.02%

CGEZX Mutual Fund Performance

CGEZX performance across multiple time periods: 1-month -0.72%, YTD 12.70%, 1-year 17.64%, 3-year 19.60%, 5-year 9.51%, 10-year 17.36%.

CGEZX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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