CGHIX Mutual Fund

CGHIX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
-3.66%
3 Months
-2.39%
6 Months
-0.54%
YTD
+1.94%
1 Year
+3.33%
3 Years (annualized)
+12.69%
5 Years (annualized)
+1.56%
10 Years (annualized)
+4.12%

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)
+1.94%
Peer Avg (YTD)
+5.30%
vs Peers
-3.36%

CGHIX Mutual Fund Performance

CGHIX performance across multiple time periods: 1-month -3.66%, YTD 1.94%, 1-year 3.33%, 3-year 12.69%, 5-year 1.56%, 10-year 4.12%.

CGHIX returns trail the peer average of 5.30% 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.