GDFRX Mutual Fund

GDFRX Mutual Fund

NAV$8.88
See how much of GDFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.94%
3 Months
-0.60%
6 Months
-1.43%
YTD
-1.47%
1 Year
-0.90%
3 Years (annualized)
+4.98%
5 Years (annualized)
-0.82%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDFRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.47%
Peer Avg (YTD)
+1.93%
vs Peers
-3.40%

GDFRX Mutual Fund Performance

GDFRX performance across multiple time periods: 1-month 1.94%, YTD -1.47%, 1-year -0.90%, 3-year 4.98%, 5-year -0.82%, 10-year 1.05%.

GDFRX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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