CAGCX Mutual Fund

CAGCX Mutual Fund

NAV$15.81
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Returns Overview

1 Month
-0.64%
3 Months
+4.36%
6 Months
+10.89%
YTD
+14.13%
1 Year
+22.41%
3 Years (annualized)
+14.67%
5 Years (annualized)
+5.10%
10 Years (annualized)
+8.69%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Refinitiv Global Convertible Bond Index
This Mutual Fund (YTD)
+14.13%
Peer Avg (YTD)
+13.29%
vs Peers
+0.84%

CAGCX Mutual Fund Performance

CAGCX performance across multiple time periods: 1-month -0.64%, YTD 14.13%, 1-year 22.41%, 3-year 14.67%, 5-year 5.10%, 10-year 8.69%.

CAGCX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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