GIDUX Mutual Fund

GIDUX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
+2.97%
3 Months
+2.85%
6 Months
+6.75%
YTD
+12.26%
1 Year
+24.17%
3 Years (annualized)
+13.89%
5 Years (annualized)
+8.52%
10 Years (annualized)
+7.35%

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
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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+12.26%
Peer Avg (YTD)
+10.67%
vs Peers
+1.59%

GIDUX Mutual Fund Performance

GIDUX performance across multiple time periods: 1-month 2.97%, YTD 12.26%, 1-year 24.17%, 3-year 13.89%, 5-year 8.52%, 10-year 7.35%.

GIDUX returns outperform the peer average of 10.67% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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