CLGRX Mutual Fund

CLGRX Mutual Fund

NAV$84.69
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Returns Overview

1 Month
+0.25%
3 Months
+0.85%
6 Months
+19.04%
YTD
+11.08%
1 Year
+13.85%
3 Years (annualized)
+20.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CLGRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.08%
Peer Avg (YTD)
+8.68%
vs Peers
+2.40%

CLGRX Mutual Fund Performance

CLGRX performance across multiple time periods: 1-month 0.25%, YTD 11.08%, 1-year 13.85%, 3-year 20.16%.

CLGRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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