CGIAX Mutual Fund

CGIAX Mutual Fund

NAV$48.71
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Returns Overview

1 Month
-2.51%
3 Months
+0.18%
6 Months
+10.65%
YTD
+10.98%
1 Year
+18.80%
3 Years (annualized)
+19.28%
5 Years (annualized)
+9.18%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+9.29%
vs Peers
+1.69%

CGIAX Mutual Fund Performance

CGIAX performance across multiple time periods: 1-month -2.51%, YTD 10.98%, 1-year 18.80%, 3-year 19.28%, 5-year 9.18%, 10-year 9.58%.

CGIAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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