CGVHX Mutual Fund

CGVHX Mutual Fund

NAV$31.03
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Returns Overview

1 Month
-1.11%
3 Months
-1.52%
6 Months
+13.93%
YTD
+8.83%
1 Year
+13.25%
3 Years (annualized)
+16.89%
5 Years (annualized)
+9.08%
10 Years (annualized)
+11.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVHX 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)
+8.83%
Peer Avg (YTD)
+8.68%
vs Peers
+0.15%

CGVHX Mutual Fund Performance

CGVHX performance across multiple time periods: 1-month -1.11%, YTD 8.83%, 1-year 13.25%, 3-year 16.89%, 5-year 9.08%, 10-year 11.75%.

CGVHX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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