CIGIX Mutual Fund

NAV$26.94

Returns Overview

1 Month
-9.78%
3 Months
+0.30%
6 Months
+3.18%
YTD
+14.20%
1 Year
+39.60%
3 Years (annualized)
+24.40%
5 Years (annualized)
+8.11%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CIGIX 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

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+8.97%
vs Peers
+5.23%

CIGIX Mutual Fund Performance

CIGIX performance across multiple time periods: 1-month -9.78%, YTD 14.20%, 1-year 39.60%, 3-year 24.40%, 5-year 8.11%, 10-year 12.36%.

CIGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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