GIDUX Mutual Fund

GIDUX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
-0.65%
3 Months
+4.27%
6 Months
+9.02%
YTD
+7.88%
1 Year
+17.57%
3 Years (annualized)
+13.93%
5 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIDUX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+8.61%
vs Peers
-0.72%

GIDUX Mutual Fund Performance

GIDUX performance across multiple time periods: 1-month -0.65%, YTD 7.88%, 1-year 17.57%, 3-year 13.93%, 5-year 8.17%.

GIDUX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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