CFGIX Mutual Fund

CFGIX Mutual Fund

NAV$20.62
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Returns Overview

1 Month
+5.03%
3 Months
-1.12%
6 Months
-2.08%
YTD
+11.33%
1 Year
+11.30%
3 Years (annualized)
+13.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFGIX 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

This Mutual Fund (YTD)
+11.33%
Peer Avg (YTD)
+9.28%
vs Peers
+2.05%

CFGIX Mutual Fund Performance

CFGIX performance across multiple time periods: 1-month 5.03%, YTD 11.33%, 1-year 11.30%, 3-year 13.62%.

CFGIX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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