GAIDX Mutual Fund

GAIDX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
+0.09%
3 Months
+4.01%
6 Months
+8.80%
YTD
+11.42%
1 Year
+22.35%
3 Years (annualized)
+16.21%
5 Years (annualized)
+9.16%
10 Years (annualized)
+10.98%

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
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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)
+11.42%
Peer Avg (YTD)
+6.57%
vs Peers
+4.85%

GAIDX Mutual Fund Performance

GAIDX performance across multiple time periods: 1-month 0.09%, YTD 11.42%, 1-year 22.35%, 3-year 16.21%, 5-year 9.16%, 10-year 10.98%.

GAIDX returns outperform the peer average of 6.57% 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.