GIDAX Mutual Fund

NAV$9.80
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.71%
3 Months
+4.09%
6 Months
+8.89%
YTD
+7.65%
1 Year
+17.02%
3 Years (annualized)
+13.51%
5 Years (annualized)
+7.80%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIDAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+7.65%
Peer Avg (YTD)
+8.61%
vs Peers
-0.95%

GIDAX Mutual Fund Performance

GIDAX performance across multiple time periods: 1-month -0.71%, YTD 7.65%, 1-year 17.02%, 3-year 13.51%, 5-year 7.80%, 10-year 7.05%.

GIDAX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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