CGIOX Mutual Fund

CGIOX Mutual Fund

NAV$56.90
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Returns Overview

1 Month
-0.31%
3 Months
+0.47%
6 Months
+16.27%
YTD
+11.38%
1 Year
+14.36%
3 Years (annualized)
+19.01%
5 Years (annualized)
+10.56%
10 Years (annualized)
+12.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CGIOX 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
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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)
+11.38%
Peer Avg (YTD)
+6.10%
vs Peers
+5.28%

CGIOX Mutual Fund Performance

CGIOX performance across multiple time periods: 1-month -0.31%, YTD 11.38%, 1-year 14.36%, 3-year 19.01%, 5-year 10.56%, 10-year 12.87%.

CGIOX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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