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Commerce Growth (CFGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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48.09+0.22 (+0.46%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.79%
5-year average return16.52%
Number of years up22
Number of years down7
Best 1-yr total return (30 May 2024)36.33%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return36.33%
Worst 3-yr total return6.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFGRXCategory
YTD5.88%12.38%
1-month-3.84%5.09%
3-month4.04%10.28%
1-year26.64%41.70%
3-year7.32%22.56%
5-year14.13%21.98%
10-year14.38%15.99%
Last bull market26.52%25.99%
Last bear market-19.18%-17.29%

Annual total return (%) history

Year
CFGRXCategory
2024
N/AN/A
2023
36.33%N/A
2022
-26.62%N/A
2021
26.74%N/A
2020
28.93%35.86%
2019
35.55%31.90%
2018
-0.86%-2.09%
2017
27.55%27.67%
2016
8.69%3.23%
2015
5.47%3.60%
2014
15.11%10.00%
2013
29.40%33.92%
2012
14.75%15.34%
2011
-2.40%-2.46%
2010
13.27%15.53%
2009
33.36%35.68%
2008
-36.57%-40.67%
2007
7.64%13.35%
2006
9.70%7.05%
2005
5.96%6.71%
2004
4.48%7.81%
2003
26.96%28.66%
2002
-22.50%-27.64%
2001
-19.95%-22.30%
2000
-11.34%-13.05%
1999
14.70%38.87%
1998
28.69%34.55%
1997
28.05%26.36%
1996
22.51%19.76%
1995
39.09%32.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.11%N/AN/AN/A
202312.72%10.21%-3.36%13.57%
2022-8.40%-19.18%-2.89%2.08%
20211.90%9.97%0.44%12.61%
2020-15.23%24.05%10.73%10.73%
201915.08%6.76%2.11%8.05%
20180.15%4.75%9.57%-13.76%
20178.89%4.73%4.42%7.12%
20162.88%2.69%3.09%-0.20%
20152.58%-0.98%-3.87%8.02%
20141.82%4.74%1.32%6.52%
20139.01%1.35%5.65%10.87%
201215.62%-4.43%6.00%-2.02%
20114.79%-0.95%-15.32%11.05%
20104.45%-11.12%9.49%11.44%
2009-3.78%13.65%12.79%8.13%
2008-11.78%-0.53%-9.01%-20.55%
20070.19%5.47%3.94%-2.00%
20063.63%-4.93%6.60%4.44%
2005-3.43%1.85%2.67%4.93%
20040.37%0.79%-5.60%9.41%
2003-1.47%10.96%4.05%11.62%
20020.27%-15.60%-11.83%3.86%
2001-17.83%5.43%-18.67%13.61%
20004.44%-1.55%-2.62%-11.45%
19992.15%7.26%-11.35%18.09%
199813.48%6.15%-14.55%25.02%
19971.20%15.32%10.72%-0.90%
19964.98%3.44%5.58%6.86%
19958.06%11.42%9.42%5.58%

Rank in category (by total return)

YTD62
1-month9
3-month47
1-year67
3-year22
5-year33

Load adjusted returns

1-year26.64%
3-year7.32%
5-year14.13%
10-year14.38%