CGRNX Mutual Fund

CGRNX Mutual Fund

NAV$34.23
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Returns Overview

1 Month
-4.11%
3 Months
+1.66%
6 Months
+9.70%
YTD
+7.82%
1 Year
+14.69%
3 Years (annualized)
+16.00%
5 Years (annualized)
+12.49%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRNX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+10.00%
vs Peers
-2.18%

CGRNX Mutual Fund Performance

CGRNX performance across multiple time periods: 1-month -4.11%, YTD 7.82%, 1-year 14.69%, 3-year 16.00%, 5-year 12.49%, 10-year 11.86%.

CGRNX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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