GAIDX Mutual Fund

GAIDX Mutual Fund

NAV$11.25
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Returns Overview

1 Month
+2.09%
3 Months
+2.43%
6 Months
+8.82%
YTD
+13.75%
1 Year
+21.37%
3 Years (annualized)
+18.04%
5 Years (annualized)
+9.13%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GAIDX 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
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+13.75%
Peer Avg (YTD)
+7.17%
vs Peers
+6.58%

GAIDX Mutual Fund Performance

GAIDX performance across multiple time periods: 1-month 2.09%, YTD 13.75%, 1-year 21.37%, 3-year 18.04%, 5-year 9.13%, 10-year 11.16%.

GAIDX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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