CGIOX Mutual Fund

NAV$56.99

Returns Overview

1 Month
-0.17%
3 Months
+15.72%
6 Months
+11.36%
YTD
+10.85%
1 Year
+22.92%
3 Years (annualized)
+17.55%
5 Years (annualized)
+10.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIOX 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)
+10.85%
Peer Avg (YTD)
+6.73%
vs Peers
+4.13%

CGIOX Mutual Fund Performance

CGIOX performance across multiple time periods: 1-month -0.17%, YTD 10.85%, 1-year 22.92%, 3-year 17.55%, 5-year 10.40%.

CGIOX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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