CGIIX Mutual Fund

CGIIX Mutual Fund

NAV$56.85
See how much of CGIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.31%
3 Months
+0.46%
6 Months
+16.25%
YTD
+11.33%
1 Year
+14.27%
3 Years (annualized)
+18.92%
5 Years (annualized)
+10.51%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIIX 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
PROUpgrade to run

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)
+11.33%
Peer Avg (YTD)
+6.10%
vs Peers
+5.23%

CGIIX Mutual Fund Performance

CGIIX performance across multiple time periods: 1-month -0.31%, YTD 11.33%, 1-year 14.27%, 3-year 18.92%, 5-year 10.51%, 10-year 13.10%.

CGIIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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