CGFEX Mutual Fund

CGFEX Mutual Fund

NAV$85.90
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Returns Overview

1 Month
+0.09%
3 Months
+0.24%
6 Months
+19.22%
YTD
+8.94%
1 Year
+11.29%
3 Years (annualized)
+22.21%
5 Years (annualized)
+10.22%
10 Years (annualized)
+15.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+8.68%
vs Peers
+0.26%

CGFEX Mutual Fund Performance

CGFEX performance across multiple time periods: 1-month 0.09%, YTD 8.94%, 1-year 11.29%, 3-year 22.21%, 5-year 10.22%, 10-year 15.29%.

CGFEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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