CGVVX Mutual Fund

CGVVX Mutual Fund

NAV$15.37
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Returns Overview

1 Month
-4.18%
3 Months
-3.34%
6 Months
+8.40%
YTD
+1.39%
1 Year
+9.63%
3 Years (annualized)
+19.26%
5 Years (annualized)
+12.12%
10 Years (annualized)
+11.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGVVX 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 AC World Index Net
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+10.00%
vs Peers
-8.61%

CGVVX Mutual Fund Performance

CGVVX performance across multiple time periods: 1-month -4.18%, YTD 1.39%, 1-year 9.63%, 3-year 19.26%, 5-year 12.12%, 10-year 11.28%.

CGVVX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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