GDLFX Mutual Fund

GDLFX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
-0.81%
3 Months
-2.81%
6 Months
+3.20%
YTD
+2.58%
1 Year
+12.92%
3 Years (annualized)
+11.19%
5 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDLFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+1.47%
vs Peers
+1.11%

GDLFX Mutual Fund Performance

GDLFX performance across multiple time periods: 1-month -0.81%, YTD 2.58%, 1-year 12.92%, 3-year 11.19%, 5-year 11.40%.

GDLFX returns outperform the peer average of 1.47% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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