CGIOX Mutual Fund

CGIOX Mutual Fund

NAV$54.62
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Returns Overview

1 Month
-1.92%
3 Months
-0.26%
6 Months
+3.41%
YTD
+9.24%
1 Year
+9.65%
3 Years (annualized)
+20.40%
5 Years (annualized)
+8.79%
10 Years (annualized)
+12.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIOX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA All US Convertibles EX Mandatory Index
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+6.20%
vs Peers
+3.04%

CGIOX Mutual Fund Performance

CGIOX performance across multiple time periods: 1-month -1.92%, YTD 9.24%, 1-year 9.65%, 3-year 20.40%, 5-year 8.79%, 10-year 12.89%.

CGIOX returns outperform the peer average of 6.20% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

CGIOX vs another fund shows side-by-side returns. CGIOX alternatives are available in the Mutual Fund Screener.