CILGX Mutual Fund

NAV$16.84

Returns Overview

1 Month
+1.19%
3 Months
+1.26%
6 Months
-5.22%
YTD
-5.04%
1 Year
+2.05%
3 Years (annualized)
+4.48%
5 Years (annualized)
+1.47%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CILGX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
-5.04%
Peer Avg (YTD)
+9.49%
vs Peers
-14.53%

CILGX Mutual Fund Performance

CILGX performance across multiple time periods: 1-month 1.19%, YTD -5.04%, 1-year 2.05%, 3-year 4.48%, 5-year 1.47%, 10-year 7.40%.

CILGX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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