CGIOX Mutual Fund

CGIOX Mutual Fund

NAV$57.17
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Returns Overview

1 Month
+2.01%
3 Months
+0.62%
6 Months
+11.22%
YTD
+11.73%
1 Year
+19.41%
3 Years (annualized)
+19.01%
5 Years (annualized)
+10.56%
10 Years (annualized)
+12.87%

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
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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)
+11.73%
Peer Avg (YTD)
+7.17%
vs Peers
+4.55%

CGIOX Mutual Fund Performance

CGIOX performance across multiple time periods: 1-month 2.01%, YTD 11.73%, 1-year 19.41%, 3-year 19.01%, 5-year 10.56%, 10-year 12.87%.

CGIOX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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