GDIRX Mutual Fund

NAV$10.38

Returns Overview

1 Month
+0.35%
3 Months
+0.97%
6 Months
+1.34%
YTD
+1.34%
1 Year
+3.71%
3 Years (annualized)
+3.60%
5 Years (annualized)
+1.64%
10 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDIRX 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

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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
Bloomberg Barclays Municipal Bond 1-3 Year Blend Index(^BBMUB3Y)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+1.79%
vs Peers
-0.44%

GDIRX Mutual Fund Performance

GDIRX performance across multiple time periods: 1-month 0.35%, YTD 1.34%, 1-year 3.71%, 3-year 3.60%, 5-year 1.64%, 10-year 1.78%.

GDIRX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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