CGTUX Mutual Fund

CGTUX Mutual Fund

NAV$148.25
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Returns Overview

1 Month
+3.90%
3 Months
-0.68%
6 Months
+38.34%
YTD
+28.87%
1 Year
+32.59%
3 Years (annualized)
+31.30%
5 Years (annualized)
+17.27%
10 Years (annualized)
+23.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTUX 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 Global 1200 Information Technology Index(SPG1200IT)
This Mutual Fund (YTD)
+28.87%
Peer Avg (YTD)
+16.41%
vs Peers
+12.46%

CGTUX Mutual Fund Performance

CGTUX performance across multiple time periods: 1-month 3.90%, YTD 28.87%, 1-year 32.59%, 3-year 31.30%, 5-year 17.27%, 10-year 23.51%.

CGTUX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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