CGVEX Mutual Fund

CGVEX Mutual Fund

NAV$30.87
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Returns Overview

1 Month
-1.18%
3 Months
-1.69%
6 Months
+13.60%
YTD
+8.38%
1 Year
+12.63%
3 Years (annualized)
+16.28%
5 Years (annualized)
+8.52%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVEX 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 Index(MDWO)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+8.68%
vs Peers
-0.30%

CGVEX Mutual Fund Performance

CGVEX performance across multiple time periods: 1-month -1.18%, YTD 8.38%, 1-year 12.63%, 3-year 16.28%, 5-year 8.52%, 10-year 11.18%.

CGVEX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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