GAIDX Mutual Fund

NAV$11.33

Returns Overview

1 Month
+0.24%
3 Months
+12.95%
6 Months
+12.23%
YTD
+11.32%
1 Year
+22.98%
3 Years (annualized)
+17.55%
5 Years (annualized)
+9.26%
10 Years (annualized)
+11.40%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar Aggressive Target Risk Index(^MSAAMAGR)
This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+6.73%
vs Peers
+4.60%

GAIDX Mutual Fund Performance

GAIDX performance across multiple time periods: 1-month 0.24%, YTD 11.32%, 1-year 22.98%, 3-year 17.55%, 5-year 9.26%, 10-year 11.40%.

GAIDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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