GIDGX Mutual Fund

GIDGX Mutual Fund

NAV$16.72
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Returns Overview

1 Month
+2.25%
3 Months
+2.70%
6 Months
+10.25%
YTD
+13.65%
1 Year
+20.58%
3 Years (annualized)
+17.02%
5 Years (annualized)
+10.28%
10 Years (annualized)
+10.22%

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)
+13.65%
Peer Avg (YTD)
+10.17%
vs Peers
+3.48%

GIDGX Mutual Fund Performance

GIDGX performance across multiple time periods: 1-month 2.25%, YTD 13.65%, 1-year 20.58%, 3-year 17.02%, 5-year 10.28%, 10-year 10.22%.

GIDGX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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