CGIEX Mutual Fund

CGIEX Mutual Fund

NAV$48.38
See how much of CGIEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.07%
3 Months
-3.40%
6 Months
+0.22%
YTD
+7.39%
1 Year
+13.62%
3 Years (annualized)
+19.27%
5 Years (annualized)
+8.00%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIEX 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)
+7.39%
Peer Avg (YTD)
+8.05%
vs Peers
-0.67%

CGIEX Mutual Fund Performance

CGIEX performance across multiple time periods: 1-month -3.07%, YTD 7.39%, 1-year 13.62%, 3-year 19.27%, 5-year 8.00%, 10-year 8.73%.

CGIEX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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