CMGSX Mutual Fund

CMGSX Mutual Fund

NAV$27.41
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Returns Overview

1 Month
-2.05%
3 Months
-10.46%
6 Months
+8.30%
YTD
+1.83%
1 Year
-2.12%
3 Years (annualized)
+8.51%
5 Years (annualized)
-1.58%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGSX 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
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📉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)
+1.83%
Peer Avg (YTD)
+6.73%
vs Peers
-4.90%

CMGSX Mutual Fund Performance

CMGSX performance across multiple time periods: 1-month -2.05%, YTD 1.83%, 1-year -2.12%, 3-year 8.51%, 5-year -1.58%, 10-year 11.24%.

CMGSX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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