CGIOX Mutual Fund

CGIOX Mutual Fund

NAV$55.54
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Returns Overview

1 Month
-1.20%
3 Months
+3.69%
6 Months
+7.92%
YTD
+9.53%
1 Year
+18.90%
3 Years (annualized)
+17.58%
5 Years (annualized)
+10.61%
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
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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)
+9.53%
Peer Avg (YTD)
+6.57%
vs Peers
+2.95%

CGIOX Mutual Fund Performance

CGIOX performance across multiple time periods: 1-month -1.20%, YTD 9.53%, 1-year 18.90%, 3-year 17.58%, 5-year 10.61%, 10-year 12.87%.

CGIOX returns outperform the peer average of 6.57% 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.