CGEIX Mutual Fund

NAV$9.30

Returns Overview

1 Month
-2.31%
3 Months
+6.12%
6 Months
+19.35%
YTD
+11.80%
1 Year
+33.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGEIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+9.46%
vs Peers
+2.34%

CGEIX Mutual Fund Performance

CGEIX performance across multiple time periods: 1-month -2.31%, YTD 11.80%, 1-year 33.43%.

CGEIX returns outperform the peer average of 9.46% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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