CXGCX Mutual Fund

CXGCX Mutual Fund

NAV$15.53
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Returns Overview

1 Month
-1.80%
3 Months
-1.31%
6 Months
+12.97%
YTD
+12.23%
1 Year
+13.23%
3 Years (annualized)
+16.32%
5 Years (annualized)
+5.28%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CXGCX 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
Refinitiv Global Convertible Bond Index
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+10.47%
vs Peers
+1.76%

CXGCX Mutual Fund Performance

CXGCX performance across multiple time periods: 1-month -1.80%, YTD 12.23%, 1-year 13.23%, 3-year 16.32%, 5-year 5.28%, 10-year 9.03%.

CXGCX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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