CGCIX Mutual Fund

CGCIX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
-4.03%
3 Months
+1.43%
6 Months
+7.57%
YTD
+13.07%
1 Year
+17.88%
3 Years (annualized)
+18.36%
5 Years (annualized)
+8.93%
10 Years (annualized)
+10.92%

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)
+13.07%
Peer Avg (YTD)
+5.54%
vs Peers
+7.53%

CGCIX Mutual Fund Performance

CGCIX performance across multiple time periods: 1-month -4.03%, YTD 13.07%, 1-year 17.88%, 3-year 18.36%, 5-year 8.93%, 10-year 10.92%.

CGCIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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