CGIIX Mutual Fund

NAV$56.62

Returns Overview

1 Month
-0.17%
3 Months
+15.72%
6 Months
+11.33%
YTD
+10.83%
1 Year
+22.86%
3 Years (annualized)
+17.47%
5 Years (annualized)
+10.32%
10 Years (annualized)
+13.61%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+10.83%
Peer Avg (YTD)
+6.73%
vs Peers
+4.10%

CGIIX Mutual Fund Performance

CGIIX performance across multiple time periods: 1-month -0.17%, YTD 10.83%, 1-year 22.86%, 3-year 17.47%, 5-year 10.32%, 10-year 13.61%.

CGIIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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