GDIIX Mutual Fund

NAV$26.37
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Returns Overview

1 Month
+0.31%
3 Months
+3.39%
6 Months
+11.64%
YTD
+11.64%
1 Year
+20.81%
3 Years (annualized)
+16.58%
5 Years (annualized)
+10.53%
10 Years (annualized)
+11.24%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+11.64%
Peer Avg (YTD)
+9.49%
vs Peers
+2.15%

GDIIX Mutual Fund Performance

GDIIX performance across multiple time periods: 1-month 0.31%, YTD 11.64%, 1-year 20.81%, 3-year 16.58%, 5-year 10.53%, 10-year 11.24%.

GDIIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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