CGMFX - CGM Focus Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating
Year-to-Date Return9.05%
5-Year Average Return2.97%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)79.97%
Worst 1 Yr Total Return (Feb 3, 2019)-48.18%
Best 3-Yr Total Return79.97%
Worst 3-Yr Total Return-12.54%

Trailing Returns (%) Vs. Benchmarks

ReturnCGMFXCategory
YTD-10.85%18.98%
1-Month1.11%1.85%
3-Month7.08%1.45%
1-Year-23.52%3.00%
3-Year-0.80%11.70%
5-Year-2.13%8.98%
10-Year2.76%11.76%
Last Bull Market20.05%23.87%
Last Bear Market-27.54%-17.52%

Annual Total Return (%) History

Year
CGMFXCategory
2019
N/AN/A
2018
-24.73%-6.27%
2017
24.82%20.44%
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
2019-6.60%-8.19%2.83%N/A
2018-3.32%-15.34%11.08%-17.22%
20176.86%2.26%10.13%3.73%
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)

YTD100
1-Month81
3-Month1
1-Year100
3-Year100
5-Year100

Load Adjusted Returns

1-Year-23.52%
3-Year-0.80%
5-Year-2.13%
10-Year2.76%