CGIIX Mutual Fund

CGIIX Mutual Fund

NAV$57.12
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Returns Overview

1 Month
+1.99%
3 Months
+0.60%
6 Months
+11.19%
YTD
+11.68%
1 Year
+19.33%
3 Years (annualized)
+18.92%
5 Years (annualized)
+10.51%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIIX 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
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+11.68%
Peer Avg (YTD)
+7.17%
vs Peers
+4.51%

CGIIX Mutual Fund Performance

CGIIX performance across multiple time periods: 1-month 1.99%, YTD 11.68%, 1-year 19.33%, 3-year 18.92%, 5-year 10.51%, 10-year 13.10%.

CGIIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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