CGHIX Mutual Fund

CGHIX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
-1.48%
3 Months
+1.89%
6 Months
+2.35%
YTD
+5.70%
1 Year
+10.50%
3 Years (annualized)
+9.76%
5 Years (annualized)
+1.99%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGHIX 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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+5.54%
vs Peers
+0.16%

CGHIX Mutual Fund Performance

CGHIX performance across multiple time periods: 1-month -1.48%, YTD 5.70%, 1-year 10.50%, 3-year 9.76%, 5-year 1.99%, 10-year 4.05%.

CGHIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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