GDIIX Mutual Fund

GDIIX Mutual Fund

NAV$26.90
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Returns Overview

1 Month
+3.42%
3 Months
+3.15%
6 Months
+8.45%
YTD
+15.45%
1 Year
+24.18%
3 Years (annualized)
+16.73%
5 Years (annualized)
+11.67%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDIIX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+11.41%
vs Peers
+4.04%

GDIIX Mutual Fund Performance

GDIIX performance across multiple time periods: 1-month 3.42%, YTD 15.45%, 1-year 24.18%, 3-year 16.73%, 5-year 11.67%, 10-year 11.27%.

GDIIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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