Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGIAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-A) | 12.65% | 29.40% | 19.06% | 7.23% | 8.88% | 6.54% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGIAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-A) | 10/07/2008 | 06/03/2026 |
| 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 (%) | -0.12 | 29.40 | 19.06 | 7.23 | 8.88 | 6.54 | NA | … | … | 12.65 | 35.04 | 3.26 | 15.22 | -16.47 | 4.97 | 7.73 | 27.06 | -14.46 | 26.00 | 2.12 | -8.35 | -3.29 | 18.03 | 18.81 | -7.56 | 8.72 | 35.16 | -2.13 |
| Sharpe Ratio | NA | 2.10 | 1.22 | 0.33 | 0.46 | NA | NA | … | … | 1.90 | 2.40 | -0.03 | 0.98 | -0.90 | 0.39 | 0.24 | 2.36 | -1.18 | 3.91 | 0.12 | -0.57 | -0.32 | 1.57 | 1.30 | -0.31 | 0.45 | 1.56 | -0.20 |
| Standard Deviation(%) | NA | 13.11 | 13.12 | 14.60 | 16.03 | NA | NA | … | … | 17.07 | 13.46 | 11.70 | 11.88 | 20.01 | 12.68 | 30.61 | 10.84 | 13.49 | 6.51 | 16.01 | 14.80 | 10.36 | 11.45 | 14.56 | 24.14 | 18.96 | 22.44 | 44.20 |
| Draw Down(%) | NA | 10.90 | 12.57 | 33.64 | 35.79 | NA | NA | … | … | 10.90 | 12.57 | 8.69 | 10.70 | 29.09 | 9.43 | 35.79 | 6.60 | 22.49 | 2.02 | 10.84 | 16.62 | 12.74 | 9.68 | 13.10 | 22.50 | 15.87 | 17.83 | 17.12 |
| Yield(%) | 0.00 | 8.72 | 5.56 | 3.53 | 3.83 | 3.75 | 4.45 | … | … | 0.38 | 10.15 | 3.38 | 2.54 | 2.29 | 2.56 | 1.42 | 2.93 | 2.26 | 2.22 | 2.32 | 2.83 | 6.06 | 7.06 | 3.01 | 4.57 | 3.62 | 4.59 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CGIAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-A) |
-3.61%
Sep 2019 – Sep 2022 |
-1.73%
Sep 2017 – Sep 2022 |
2.11%
Oct 2013 – Oct 2023 |
4.60%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGIAX (INTERNATIONAL GROWTH AND INCOME FUND CLASS 529-A) |
20.92%
Sep 2022 – Sep 2025 |
17.01%
Feb 2009 – Feb 2014 |
9.77%
Feb 2016 – Feb 2026 |
7.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart