CXGCX Mutual Fund

NAV$16.15

Returns Overview

1 Month
+0.20%
3 Months
+14.47%
6 Months
+15.04%
YTD
+13.72%
1 Year
+24.96%
3 Years (annualized)
+16.33%
5 Years (annualized)
+5.31%
10 Years (annualized)
+9.42%

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
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
Refinitiv Global Convertible Bond Index
This Mutual Fund (YTD)
+13.72%
Peer Avg (YTD)
+18.00%
vs Peers
-4.28%

CXGCX Mutual Fund Performance

CXGCX performance across multiple time periods: 1-month 0.20%, YTD 13.72%, 1-year 24.96%, 3-year 16.33%, 5-year 5.31%, 10-year 9.42%.

CXGCX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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