CGHIX Mutual Fund

CGHIX Mutual Fund

NAV$11.46
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Returns Overview

1 Month
+5.22%
3 Months
+3.57%
6 Months
+8.48%
YTD
+11.21%
1 Year
+14.15%
3 Years (annualized)
+12.78%
5 Years (annualized)
+2.94%
10 Years (annualized)
+4.56%

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)
+11.21%
Peer Avg (YTD)
+6.28%
vs Peers
+4.93%

CGHIX Mutual Fund Performance

CGHIX performance across multiple time periods: 1-month 5.22%, YTD 11.21%, 1-year 14.15%, 3-year 12.78%, 5-year 2.94%, 10-year 4.56%.

CGHIX returns outperform the peer average of 6.28% 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.