CGHIX Mutual Fund

NAV$11.65

Returns Overview

1 Month
-0.09%
3 Months
+10.49%
6 Months
+7.29%
YTD
+6.00%
1 Year
+14.97%
3 Years (annualized)
+11.34%
5 Years (annualized)
+2.06%
10 Years (annualized)
+4.41%

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
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
Bloomberg Barclays Global Aggregate Bond Index(LEGATRUU)
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+5.87%
vs Peers
+0.14%

CGHIX Mutual Fund Performance

CGHIX performance across multiple time periods: 1-month -0.09%, YTD 6.00%, 1-year 14.97%, 3-year 11.34%, 5-year 2.06%, 10-year 4.41%.

CGHIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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