CAGIX Mutual Fund

NAV$33.40

Returns Overview

1 Month
+0.88%
3 Months
+15.59%
6 Months
+11.69%
YTD
+10.97%
1 Year
+20.43%
3 Years (annualized)
+14.12%
5 Years (annualized)
+7.02%
10 Years (annualized)
+10.97%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+6.73%
vs Peers
+4.25%

CAGIX Mutual Fund Performance

CAGIX performance across multiple time periods: 1-month 0.88%, YTD 10.97%, 1-year 20.43%, 3-year 14.12%, 5-year 7.02%, 10-year 10.97%.

CAGIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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