CLGPX Mutual Fund

CLGPX Mutual Fund

NAV$19.82
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Returns Overview

1 Month
+2.23%
3 Months
+4.18%
6 Months
+24.85%
YTD
+12.61%
1 Year
+14.71%
3 Years (annualized)
+19.84%
5 Years (annualized)
+7.62%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLGPX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+12.61%
Peer Avg (YTD)
+8.68%
vs Peers
+3.93%

CLGPX Mutual Fund Performance

CLGPX performance across multiple time periods: 1-month 2.23%, YTD 12.61%, 1-year 14.71%, 3-year 19.84%, 5-year 7.62%, 10-year 14.21%.

CLGPX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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