CGIAX Mutual Fund

CGIAX Mutual Fund

NAV$51.27
See how much of CGIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.46%
3 Months
+3.81%
6 Months
+5.77%
YTD
+12.72%
1 Year
+26.81%
3 Years (annualized)
+16.90%
5 Years (annualized)
+9.02%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.72%
Peer Avg (YTD)
+9.42%
vs Peers
+3.30%

CGIAX Mutual Fund Performance

CGIAX performance across multiple time periods: 1-month 0.46%, YTD 12.72%, 1-year 26.81%, 3-year 16.90%, 5-year 9.02%, 10-year 9.30%.

CGIAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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