CMGVX Mutual Fund

CMGVX Mutual Fund

NAV$32.76
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Returns Overview

1 Month
-0.66%
3 Months
-7.17%
6 Months
+17.59%
YTD
+11.76%
1 Year
+9.86%
3 Years (annualized)
+20.15%
5 Years (annualized)
+6.68%
10 Years (annualized)
+13.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMGVX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.76%
Peer Avg (YTD)
+6.72%
vs Peers
+5.03%

CMGVX Mutual Fund Performance

CMGVX performance across multiple time periods: 1-month -0.66%, YTD 11.76%, 1-year 9.86%, 3-year 20.15%, 5-year 6.68%, 10-year 13.41%.

CMGVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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