CXGCX Mutual Fund

CXGCX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
-0.63%
3 Months
+4.46%
6 Months
+11.01%
YTD
+14.31%
1 Year
+22.79%
3 Years (annualized)
+14.96%
5 Years (annualized)
+5.36%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CXGCX 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
Refinitiv Global Convertible Bond Index
This Mutual Fund (YTD)
+14.31%
Peer Avg (YTD)
+13.29%
vs Peers
+1.02%

CXGCX Mutual Fund Performance

CXGCX performance across multiple time periods: 1-month -0.63%, YTD 14.31%, 1-year 22.79%, 3-year 14.96%, 5-year 5.36%, 10-year 8.96%.

CXGCX returns outperform the peer average of 13.29% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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