CAGCX Mutual Fund

NAV$15.87

Returns Overview

1 Month
+0.15%
3 Months
+14.36%
6 Months
+14.86%
YTD
+13.54%
1 Year
+24.59%
3 Years (annualized)
+16.02%
5 Years (annualized)
+5.05%
10 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAGCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Refinitiv Global Convertible Bond Index
This Mutual Fund (YTD)
+13.54%
Peer Avg (YTD)
+18.00%
vs Peers
-4.47%

CAGCX Mutual Fund Performance

CAGCX performance across multiple time periods: 1-month 0.15%, YTD 13.54%, 1-year 24.59%, 3-year 16.02%, 5-year 5.05%, 10-year 9.16%.

CAGCX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

CAGCX performance comparison shows side-by-side returns with another fund. CAGCX alternatives are available in the Mutual Fund Screener.