CGPCX Mutual Fund

CGPCX Mutual Fund

NAV$30.24
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Returns Overview

1 Month
-1.12%
3 Months
-1.77%
6 Months
+15.99%
YTD
+8.57%
1 Year
+12.39%
3 Years (annualized)
+18.81%
5 Years (annualized)
+7.93%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGPCX 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)
+8.57%
Peer Avg (YTD)
+8.68%
vs Peers
-0.11%

CGPCX Mutual Fund Performance

CGPCX performance across multiple time periods: 1-month -1.12%, YTD 8.57%, 1-year 12.39%, 3-year 18.81%, 5-year 7.93%, 10-year 11.97%.

CGPCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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