CGFIX Mutual Fund

NAV$8.38

Returns Overview

1 Month
+0.63%
3 Months
+1.89%
6 Months
+2.45%
YTD
+2.57%
1 Year
+5.83%
3 Years (annualized)
+5.95%
5 Years (annualized)
-0.21%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGFIX 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
ICE BofA Merrill Lynch 3-Month US Treasury Note Index
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+3.47%
vs Peers
-0.90%

CGFIX Mutual Fund Performance

CGFIX performance across multiple time periods: 1-month 0.63%, YTD 2.57%, 1-year 5.83%, 3-year 5.95%, 5-year -0.21%, 10-year 1.56%.

CGFIX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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