CAGIX Mutual Fund

CAGIX Mutual Fund

NAV$33.03
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Returns Overview

1 Month
-1.83%
3 Months
-0.85%
6 Months
+14.61%
YTD
+10.03%
1 Year
+14.14%
3 Years (annualized)
+15.71%
5 Years (annualized)
+7.11%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAGIX 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
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🏦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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.03%
Peer Avg (YTD)
+6.10%
vs Peers
+3.93%

CAGIX Mutual Fund Performance

CAGIX performance across multiple time periods: 1-month -1.83%, YTD 10.03%, 1-year 14.14%, 3-year 15.71%, 5-year 7.11%, 10-year 10.95%.

CAGIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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