GDIIX Mutual Fund

GDIIX Mutual Fund

NAV$27.30
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Returns Overview

1 Month
+8.44%
3 Months
+5.86%
6 Months
+9.20%
YTD
+22.23%
1 Year
+26.47%
3 Years (annualized)
+22.29%
5 Years (annualized)
+12.05%
10 Years (annualized)
+12.16%

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)
+22.23%
Peer Avg (YTD)
+12.44%
vs Peers
+9.79%

GDIIX Mutual Fund Performance

GDIIX performance across multiple time periods: 1-month 8.44%, YTD 22.23%, 1-year 26.47%, 3-year 22.29%, 5-year 12.05%, 10-year 12.16%.

GDIIX returns outperform the peer average of 12.44% 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.