Other OTC - Delayed Quote • USD
CGM Trust - CGM Mutual Fund (LOMMX)
At close: December 2 at 3:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.44% |
| 5y Average Return | 3.11% |
| Number of Years Up | 69 |
| Number of Years Down | 23 |
| Best 1Y Total Return (Dec 2, 2022) | 38.49% |
| Worst 1Y Total Return (Dec 2, 2022) | -- |
| Best 3Y Total Return | 38.49% |
| Worst 3Y Total Return | -1.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LOMMX
Category
- YTD
- -4.44%
- 11.35%
- 1-Month
- 0.17%
- 0.99%
- 3-Month
- -0.53%
- 5.92%
- 1-Year
- -3.26%
- 32.83%
- 3-Year
- 10.20%
- 11.75%
- 5-Year
- 3.11%
- 11.53%
- 10-Year
- 6.20%
- 8.98%
- Last Bull Market
- 39.36%
- 17.67%
- Last Bear Market
- -13.55%
- -15.71%
Annual Total Return (%) History
Year
LOMMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 1975 | 16.54% | 12.16% | -10.18% | -- |
| 1974 | -5.16% | -6.36% | -23.86% | -- |
| 1973 | -4.40% | -3.22% | 5.10% | -- |
| 1972 | 4.29% | -0.93% | 1.72% | -- |
| 1971 | 10.38% | 0.05% | 1.98% | -- |
| 1970 | -0.88% | -17.36% | 16.12% | -- |
| 1969 | -3.23% | -3.66% | -1.25% | -- |
| 1968 | -3.43% | 9.24% | 7.53% | -- |
| 1967 | 9.36% | 1.08% | 5.25% | -- |
| 1966 | -1.34% | -3.31% | -4.62% | -- |
| 1965 | 1.20% | -2.50% | 5.16% | -- |
| 1964 | 4.64% | 2.63% | 4.79% | -- |
| 1963 | 5.50% | 4.53% | 2.83% | -- |
| 1962 | -0.05% | -16.57% | 0.71% | -- |
| 1961 | 12.74% | 0.29% | 3.80% | -- |
| 1960 | -0.95% | 3.25% | -1.15% | -- |
| 1959 | 1.00% | 2.48% | -1.81% | -- |
| 1958 | 4.44% | 6.00% | 3.87% | -- |
| 1957 | 1.36% | 3.24% | -3.63% | -- |
| 1956 | 5.56% | -0.12% | -3.02% | -- |
| 1955 | 2.85% | 5.61% | 0.24% | -- |
| 1954 | 6.19% | 4.11% | 3.80% | -- |
| 1953 | -0.68% | -2.29% | 0.16% | -- |
| 1952 | 2.67% | 1.38% | -0.63% | -- |
| 1951 | 3.26% | 0.98% | 8.81% | -- |
| 1950 | 2.00% | -0.03% | 4.01% | -- |
| 1949 | 1.14% | -0.55% | 7.28% | -- |
| 1948 | 0.94% | 8.76% | -8.47% | -- |
| 1947 | -2.75% | -1.38% | -0.43% | -- |
| 1946 | 8.56% | 3.84% | -15.47% | -- |
| 1945 | 4.27% | 9.06% | 9.56% | -- |
| 1944 | 3.58% | 7.06% | -0.20% | -- |
| 1943 | 14.87% | 5.72% | 0.32% | -- |
| 1942 | -1.74% | 4.17% | 6.05% | -- |
| 1941 | -1.45% | 0.81% | 4.85% | -- |
| 1940 | -0.35% | -13.98% | 5.95% | -- |
| 1939 | -14.13% | -0.39% | 15.88% | -- |
| 1938 | -4.89% | -0.39% | 14.71% | -- |
| 1937 | 7.36% | -9.21% | -5.97% | -- |
| 1936 | 11.32% | 2.86% | 11.68% | -- |
| 1935 | -4.90% | 12.96% | 10.82% | -- |
| 1934 | 8.01% | -5.19% | -3.79% | -- |
| 1933 | -2.38% | 46.19% | -7.44% | -- |
| 1932 | -3.57% | -10.00% | 12.50% | -- |
| 1931 | 11.03% | -3.57% | -14.07% | -- |
| 1930 | 8.78% | -12.42% | 0.01% | -- |
Rank in Category (By Total Return)
| YTD | 11 |
| 1-Month | 100 |
| 3-Month | 99 |
| 1-Year | 17 |
| 3-Year | 7 |
| 5-Year | 91 |
Load Adjusted Returns
| 1-Year | -3.15% |
| 3-Year | 9.93% |
| 5-Year | 3.15% |
| 10-Year | 6.20% |
Performance & Risk
| YTD Return | -4.44% |
| 5y Average Return | 3.11% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.26 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--70% to 85% Equity |
| Fund Family | CGM |
| Net Assets | -- |
| YTD Return | -4.44% |
| Yield | 1.08% |
| Morningstar Rating | |
| Inception Date | Nov 06, 1929 |
Fund Summary
The fund seeks to attain its objective by investing in a managed mix of equity and debt securities with 75% of assets invested in equity securities and 25% of its assets in debt or fixed income securities under normal circumstances. Up to 25% of the fund's total assets may be invested in securities issued by companies within a single industry.
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