CGRIX Mutual Fund

NAV$86.33

Returns Overview

1 Month
-2.15%
3 Months
+20.07%
6 Months
+8.08%
YTD
+8.22%
1 Year
+17.88%
3 Years (annualized)
+22.13%
5 Years (annualized)
+11.13%
10 Years (annualized)
+15.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGRIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+8.97%
vs Peers
-0.75%

CGRIX Mutual Fund Performance

CGRIX performance across multiple time periods: 1-month -2.15%, YTD 8.22%, 1-year 17.88%, 3-year 22.13%, 5-year 11.13%, 10-year 15.26%.

CGRIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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