CGIEX Mutual Fund

NAV$48.24

Returns Overview

1 Month
-2.27%
3 Months
+1.64%
6 Months
+0.21%
YTD
+6.80%
1 Year
+24.89%
3 Years (annualized)
+17.65%
5 Years (annualized)
+8.55%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.80%
Peer Avg (YTD)
+9.13%
vs Peers
-2.34%

CGIEX Mutual Fund Performance

CGIEX performance across multiple time periods: 1-month -2.27%, YTD 6.80%, 1-year 24.89%, 3-year 17.65%, 5-year 8.55%, 10-year 9.52%.

CGIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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