CGTYX Mutual Fund

CGTYX Mutual Fund

NAV$151.81
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Returns Overview

1 Month
+3.72%
3 Months
-0.59%
6 Months
+49.48%
YTD
+53.23%
1 Year
+64.61%
3 Years (annualized)
+47.00%
5 Years (annualized)
+29.80%
10 Years (annualized)
+26.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGTYX 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
MSCI World Information Technology Index(^MSGUIT)
This Mutual Fund (YTD)
+53.23%
Peer Avg (YTD)
+16.41%
vs Peers
+36.82%

CGTYX Mutual Fund Performance

CGTYX performance across multiple time periods: 1-month 3.72%, YTD 53.23%, 1-year 64.61%, 3-year 47.00%, 5-year 29.80%, 10-year 26.62%.

CGTYX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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