CMGIX Mutual Fund

CMGIX Mutual Fund

NAV$32.57
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Returns Overview

1 Month
-2.00%
3 Months
-10.39%
6 Months
+8.49%
YTD
+2.03%
1 Year
-1.85%
3 Years (annualized)
+8.78%
5 Years (annualized)
-1.33%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+6.72%
vs Peers
-4.70%

CMGIX Mutual Fund Performance

CMGIX performance across multiple time periods: 1-month -2.00%, YTD 2.03%, 1-year -1.85%, 3-year 8.78%, 5-year -1.33%, 10-year 11.51%.

CMGIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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