Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGIFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-F-1) | 9.31% | 24.87% | 18.09% | 6.63% | 8.73% | 6.60% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGIFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-F-1) | 10/07/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.32 | 24.87 | 18.09 | 6.63 | 8.73 | 6.60 | NA | … | … | 9.31 | 35.32 | 3.47 | 15.43 | -16.31 | 5.18 | 8.00 | 27.35 | -14.24 | 26.28 | 2.30 | -8.15 | -3.09 | 18.25 | 19.06 | -7.40 | 8.89 | 35.51 | -2.05 |
| Sharpe Ratio | NA | 1.64 | 1.12 | 0.28 | 0.44 | NA | NA | … | … | 1.17 | 2.42 | -0.01 | 1.00 | -0.89 | 0.41 | 0.25 | 2.39 | -1.16 | 3.93 | 0.13 | -0.55 | -0.30 | 1.59 | 1.32 | -0.31 | 0.46 | 1.57 | -0.20 |
| Standard Deviation(%) | NA | 13.58 | 13.22 | 14.67 | 16.07 | NA | NA | … | … | 17.58 | 13.47 | 11.71 | 11.86 | 20.00 | 12.66 | 30.62 | 10.84 | 13.49 | 6.55 | 16.01 | 14.80 | 10.34 | 11.42 | 14.56 | 24.17 | 18.96 | 22.49 | 44.22 |
| Draw Down(%) | NA | 10.90 | 12.59 | 33.46 | 35.76 | NA | NA | … | … | 10.90 | 12.59 | 8.68 | 10.65 | 28.97 | 9.35 | 35.76 | 6.59 | 22.30 | 2.02 | 10.83 | 16.57 | 12.65 | 9.65 | 13.05 | 22.45 | 15.83 | 17.81 | 17.11 |
| Yield(%) | 0.00 | 8.86 | 5.78 | 3.68 | 4.07 | 3.99 | 4.70 | … | … | 0.42 | 10.37 | 3.59 | 2.75 | 2.45 | 2.77 | 1.64 | 3.19 | 2.47 | 2.47 | 2.54 | 3.03 | 6.26 | 7.27 | 3.21 | 4.74 | 3.75 | 4.87 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-F-1) |
-3.41%
Sep 2019 – Sep 2022 |
-1.51%
Sep 2017 – Sep 2022 |
2.32%
Oct 2013 – Oct 2023 |
4.81%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIFX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-F-1) |
21.16%
Sep 2022 – Sep 2025 |
17.24%
Feb 2009 – Feb 2014 |
10.00%
Feb 2016 – Feb 2026 |
7.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart