CGRIX Mutual Fund

CGRIX Mutual Fund

NAV$84.76
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Returns Overview

1 Month
-2.08%
3 Months
+2.22%
6 Months
+6.53%
YTD
+5.97%
1 Year
+12.29%
3 Years (annualized)
+20.25%
5 Years (annualized)
+10.26%
10 Years (annualized)
+14.48%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+6.23%
vs Peers
-0.26%

CGRIX Mutual Fund Performance

CGRIX performance across multiple time periods: 1-month -2.08%, YTD 5.97%, 1-year 12.29%, 3-year 20.25%, 5-year 10.26%, 10-year 14.48%.

CGRIX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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