CAGIX Mutual Fund

CAGIX Mutual Fund

NAV$33.55
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Returns Overview

1 Month
-1.18%
3 Months
+4.41%
6 Months
+8.03%
YTD
+9.66%
1 Year
+18.96%
3 Years (annualized)
+13.72%
5 Years (annualized)
+6.53%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAGIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+6.57%
vs Peers
+3.09%

CAGIX Mutual Fund Performance

CAGIX performance across multiple time periods: 1-month -1.18%, YTD 9.66%, 1-year 18.96%, 3-year 13.72%, 5-year 6.53%, 10-year 10.44%.

CAGIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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