CGTAX Mutual Fund

CGTAX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
-3.04%
3 Months
-4.09%
6 Months
-3.98%
YTD
-4.19%
1 Year
-3.25%
3 Years (annualized)
+3.37%
5 Years (annualized)
-0.53%
10 Years (annualized)
+1.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTAX 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
Bloomberg Barclays US Government/MBS Index(^BBUGMBS)
This Mutual Fund (YTD)
-4.19%
Peer Avg (YTD)
+0.50%
vs Peers
-4.69%

CGTAX Mutual Fund Performance

CGTAX performance across multiple time periods: 1-month -3.04%, YTD -4.19%, 1-year -3.25%, 3-year 3.37%, 5-year -0.53%, 10-year 1.13%.

CGTAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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