CGLIX Mutual Fund

NAV$18.55

Returns Overview

1 Month
+9.06%
3 Months
+1.33%
6 Months
+4.45%
YTD
+2.23%
1 Year
+24.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGLIX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+3.42%
vs Peers
-1.18%

CGLIX Mutual Fund Performance

CGLIX performance across multiple time periods: 1-month 9.06%, YTD 2.23%, 1-year 24.46%.

CGLIX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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