GIDGX Mutual Fund

GIDGX Mutual Fund

NAV$16.89
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Returns Overview

1 Month
+0.75%
3 Months
+12.96%
6 Months
+12.09%
YTD
+11.49%
1 Year
+21.34%
3 Years (annualized)
+16.63%
5 Years (annualized)
+10.30%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIDGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
EDGE Composite Index(^EDGECPI)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+9.13%
vs Peers
+2.36%

GIDGX Mutual Fund Performance

GIDGX performance across multiple time periods: 1-month 0.75%, YTD 11.49%, 1-year 21.34%, 3-year 16.63%, 5-year 10.30%, 10-year 10.54%.

GIDGX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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