CGJIX Mutual Fund

CGJIX Mutual Fund

NAV$83.87
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Returns Overview

1 Month
-2.02%
3 Months
+2.91%
6 Months
+8.12%
YTD
+7.90%
1 Year
+15.62%
3 Years (annualized)
+18.71%
5 Years (annualized)
+11.44%
10 Years (annualized)
+16.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGJIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+6.23%
vs Peers
+1.67%

CGJIX Mutual Fund Performance

CGJIX performance across multiple time periods: 1-month -2.02%, YTD 7.90%, 1-year 15.62%, 3-year 18.71%, 5-year 11.44%, 10-year 16.93%.

CGJIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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