GDMIX Mutual Fund

NAV$9.07

Returns Overview

1 Month
-4.31%
3 Months
+0.11%
6 Months
+12.12%
YTD
+1.14%
1 Year
+8.58%
3 Years (annualized)
+0.48%
5 Years (annualized)
+2.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDMIX 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
Gdma Index
This Mutual Fund (YTD)
+1.14%
Peer Avg (YTD)
+1.71%
vs Peers
-0.57%

GDMIX Mutual Fund Performance

GDMIX performance across multiple time periods: 1-month -4.31%, YTD 1.14%, 1-year 8.58%, 3-year 0.48%, 5-year 2.67%.

GDMIX returns trail the peer average of 1.71% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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