CGPAX Mutual Fund

CGPAX Mutual Fund

NAV$31.96
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Returns Overview

1 Month
-1.06%
3 Months
-1.58%
6 Months
+16.45%
YTD
+9.15%
1 Year
+13.22%
3 Years (annualized)
+19.75%
5 Years (annualized)
+8.77%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPAX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+8.68%
vs Peers
+0.47%

CGPAX Mutual Fund Performance

CGPAX performance across multiple time periods: 1-month -1.06%, YTD 9.15%, 1-year 13.22%, 3-year 19.75%, 5-year 8.77%, 10-year 12.83%.

CGPAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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