CGIEX Mutual Fund

CGIEX Mutual Fund

NAV$51.09
See how much of CGIEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.44%
3 Months
+3.75%
6 Months
+5.67%
YTD
+12.56%
1 Year
+26.54%
3 Years (annualized)
+16.68%
5 Years (annualized)
+8.81%
10 Years (annualized)
+9.09%

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)
+12.56%
Peer Avg (YTD)
+9.42%
vs Peers
+3.14%

CGIEX Mutual Fund Performance

CGIEX performance across multiple time periods: 1-month 0.44%, YTD 12.56%, 1-year 26.54%, 3-year 16.68%, 5-year 8.81%, 10-year 9.09%.

CGIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.13%, 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.