CGIEX Mutual Fund

CGIEX Mutual Fund

NAV$48.73
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Returns Overview

1 Month
-2.55%
3 Months
+0.10%
6 Months
+10.52%
YTD
+10.79%
1 Year
+18.52%
3 Years (annualized)
+19.04%
5 Years (annualized)
+8.96%
10 Years (annualized)
+9.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIEX 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)
+10.79%
Peer Avg (YTD)
+9.29%
vs Peers
+1.50%

CGIEX Mutual Fund Performance

CGIEX performance across multiple time periods: 1-month -2.55%, YTD 10.79%, 1-year 18.52%, 3-year 19.04%, 5-year 8.96%, 10-year 9.36%.

CGIEX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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