CXGCX Mutual Fund

CXGCX Mutual Fund

NAV$14.93
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Returns Overview

1 Month
-2.70%
3 Months
-3.36%
6 Months
+0.95%
YTD
+9.20%
1 Year
+9.20%
3 Years (annualized)
+16.84%
5 Years (annualized)
+4.43%
10 Years (annualized)
+8.63%

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)
+9.20%
Peer Avg (YTD)
+5.45%
vs Peers
+3.76%

CXGCX Mutual Fund Performance

CXGCX performance across multiple time periods: 1-month -2.70%, YTD 9.20%, 1-year 9.20%, 3-year 16.84%, 5-year 4.43%, 10-year 8.63%.

CXGCX returns outperform the peer average of 5.45% 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.