GDGSX Mutual Fund

GDGSX Mutual Fund

NAV$35.62
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Returns Overview

1 Month
+1.96%
3 Months
+4.41%
6 Months
+8.82%
YTD
+10.18%
1 Year
+19.16%
3 Years (annualized)
+16.35%
5 Years (annualized)
+10.08%
10 Years (annualized)
+11.33%

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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+6.23%
vs Peers
+3.95%

GDGSX Mutual Fund Performance

GDGSX performance across multiple time periods: 1-month 1.96%, YTD 10.18%, 1-year 19.16%, 3-year 16.35%, 5-year 10.08%, 10-year 11.33%.

GDGSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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