GDGSX Mutual Fund

NAV$36.10

Returns Overview

1 Month
-0.97%
3 Months
+11.65%
6 Months
+8.33%
YTD
+8.06%
1 Year
+16.98%
3 Years (annualized)
+16.66%
5 Years (annualized)
+10.27%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDGSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.06%
Peer Avg (YTD)
+8.97%
vs Peers
-0.91%

GDGSX Mutual Fund Performance

GDGSX performance across multiple time periods: 1-month -0.97%, YTD 8.06%, 1-year 16.98%, 3-year 16.66%, 5-year 10.27%, 10-year 11.46%.

GDGSX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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