CGCIX Mutual Fund

CGCIX Mutual Fund

NAV$15.57
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Returns Overview

1 Month
-0.15%
3 Months
+17.67%
6 Months
+17.82%
YTD
+16.10%
1 Year
+24.25%
3 Years (annualized)
+20.72%
5 Years (annualized)
+10.04%
10 Years (annualized)
+12.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGCIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+16.10%
Peer Avg (YTD)
+5.87%
vs Peers
+10.23%

CGCIX Mutual Fund Performance

CGCIX performance across multiple time periods: 1-month -0.15%, YTD 16.10%, 1-year 24.25%, 3-year 20.72%, 5-year 10.04%, 10-year 12.48%.

CGCIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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