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CGM Focus (CGMFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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49.21+0.34 (+0.70%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return16.03%
5-Year Average Return14.24%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Jul 30, 2017)79.97%
Worst 1 Yr Total Return (Jul 30, 2017)-48.18%
Best 3-Yr Total Return79.97%
Worst 3-Yr Total Return-12.54%

Trailing Returns (%) Vs. Benchmarks

ReturnCGMFXCategory
YTD16.03%8.65%
1-Month6.19%0.76%
3-Month8.32%2.92%
1-Year38.29%17.17%
3-Year8.89%7.60%
5-Year14.24%13.35%
10-Year2.78%6.21%
Last Bull Market20.05%23.93%
Last Bear Market-27.54%-17.69%

Annual Total Return (%) History

Year
CGMFXCategory
2017
N/AN/A
2016
9.03%10.37%
2015
-4.11%-1.07%
2014
1.39%10.96%
2013
37.61%31.50%
2012
14.23%14.96%
2011
-26.29%-1.27%
2010
16.94%14.01%
2009
10.42%28.17%
2008
-48.18%-37.79%
2007
79.97%6.16%
2006
14.92%14.17%
2005
25.29%5.88%
2004
12.41%10.02%
2003
66.46%27.05%
2002
-17.79%-22.25%
2001
47.65%-13.50%
2000
53.93%-6.31%
1999
8.45%20.16%
1998
3.52%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.86%2.26%N/AN/A
2016-8.44%-4.04%4.18%19.12%
20152.23%3.11%-11.84%3.19%
2014-2.31%1.98%-1.87%3.70%
201314.13%1.05%7.75%10.74%
201216.41%-12.56%4.25%7.64%
2011-3.25%-5.17%-23.93%5.60%
20103.23%-19.30%14.00%23.14%
2009-16.72%12.37%10.69%6.59%
2008-7.81%27.01%-29.40%-37.31%
20079.43%12.70%30.28%12.01%
200610.33%4.53%-6.85%6.98%
200510.88%3.06%17.44%-6.64%
20045.55%-4.91%7.12%4.55%
2003-7.40%34.65%10.70%20.59%
200210.15%-0.79%-21.34%-4.36%
20015.25%19.66%-15.33%38.45%
2000-1.52%8.41%-0.18%44.44%
1999-9.68%20.30%-18.86%23.02%
199815.25%-0.28%-27.18%23.69%
1997-14.65%N/AN/AN/A

Rank In Category (By Total Return)

YTD2
1-Month1
3-Month1
1-Year1
3-Year56
5-Year39

Load Adjusted Returns

1-Year38.29%
3-Year8.89%
5-Year14.24%
10-Year2.78%