CGIFX Mutual Fund

CGIFX Mutual Fund

NAV$49.00
See how much of CGIFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.97%
6 Months
+3.97%
YTD
+9.39%
1 Year
+24.77%
3 Years (annualized)
+16.42%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIFX 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)
+9.39%
Peer Avg (YTD)
+9.42%
vs Peers
-0.03%

CGIFX Mutual Fund Performance

CGIFX performance across multiple time periods: YTD 9.39%, 1-year 24.77%, 3-year 16.42%, 5-year 8.84%, 10-year 9.33%.

CGIFX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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