CGIFX Mutual Fund

NAV$49.00

Returns Overview

3 Months
+3.14%
6 Months
+1.70%
YTD
+8.38%
1 Year
+23.72%
3 Years (annualized)
+17.60%
5 Years (annualized)
+8.69%
10 Years (annualized)
+9.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIFX 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)
+8.38%
Peer Avg (YTD)
+9.13%
vs Peers
-0.75%

CGIFX Mutual Fund Performance

CGIFX performance across multiple time periods: YTD 8.38%, 1-year 23.72%, 3-year 17.60%, 5-year 8.69%, 10-year 9.82%.

CGIFX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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