| CZMGX | |
|---|---|
| Total return | +306.30% |
| Annualised (CAGR) | +15.61% |
| Volatility (annualised) | +18.34% |
| Sharpe (rf = 0) | 0.85 |
| Deepest drawdown | -35.03% |
| Drawdown peak → trough | 2021-11-08 → 2022-10-14 |
Over the 9.7 years to 2026-10-02 the fund returned +306.30% in total (+15.61% a year), with a deepest drawdown of -35.03% from 2021-11-08 to 2022-10-14. Its worst calendar year was 2022 (-29.17%), its best 2023 (+41.75%).
| Year | CZMGX |
|---|---|
| 2026 | +11.51% |
| 2025 | +15.09% |
| 2024 | +34.59% |
| 2023 | +41.75% |
| 2022 | -29.17% |
| 2021 | +19.77% |
| 2020 | +33.37% |
| 2019 | +33.55% |
| 2018 | -12.20% |
| 2017 | +25.08% |
+306.30% in total, which works out to +15.61% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -29.17% (net of fees, dividends reinvested). Its best year was 2023 (+41.75%).
-35.03%, from a peak on 2021-11-08 to a trough on 2022-10-14. From that trough it took 465 days (about 15.3 months) to climb back to the earlier peak.
It does not say CZMGX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -35.03% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.