GIDGX Mutual Fund

GIDGX Mutual Fund

NAV$16.75
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Returns Overview

1 Month
-0.30%
3 Months
+4.31%
6 Months
+8.96%
YTD
+11.15%
1 Year
+20.87%
3 Years (annualized)
+15.52%
5 Years (annualized)
+10.19%
10 Years (annualized)
+10.19%

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
PROUpgrade to run
🏦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)
+11.15%
Peer Avg (YTD)
+9.42%
vs Peers
+1.73%

GIDGX Mutual Fund Performance

GIDGX performance across multiple time periods: 1-month -0.30%, YTD 11.15%, 1-year 20.87%, 3-year 15.52%, 5-year 10.19%, 10-year 10.19%.

GIDGX returns outperform the peer average of 9.42% 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.