CFGIX Mutual Fund

NAV$20.81

Returns Overview

1 Month
+1.31%
3 Months
+1.41%
6 Months
+11.82%
YTD
+14.47%
1 Year
+11.52%
3 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CFGIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

This Mutual Fund (YTD)
+14.47%
Peer Avg (YTD)
+9.51%
vs Peers
+4.96%

CFGIX Mutual Fund Performance

CFGIX performance across multiple time periods: 1-month 1.31%, YTD 14.47%, 1-year 11.52%, 3-year 6.34%.

CFGIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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