CGRIX Mutual Fund

CGRIX Mutual Fund

NAV$86.88
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Returns Overview

1 Month
+2.47%
3 Months
-1.83%
6 Months
+13.84%
YTD
+8.58%
1 Year
+13.74%
3 Years (annualized)
+21.31%
5 Years (annualized)
+9.78%
10 Years (annualized)
+14.83%

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)
+8.58%
Peer Avg (YTD)
+8.51%
vs Peers
+0.07%

CGRIX Mutual Fund Performance

CGRIX performance across multiple time periods: 1-month 2.47%, YTD 8.58%, 1-year 13.74%, 3-year 21.31%, 5-year 9.78%, 10-year 14.83%.

CGRIX returns outperform the peer average of 8.51% 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.