GIDWX Mutual Fund

GIDWX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
+0.22%
3 Months
+14.26%
6 Months
+10.49%
YTD
+10.25%
1 Year
+20.87%
3 Years (annualized)
+19.57%
5 Years (annualized)
+12.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIDWX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+16.06%
vs Peers
-5.81%

GIDWX Mutual Fund Performance

GIDWX performance across multiple time periods: 1-month 0.22%, YTD 10.25%, 1-year 20.87%, 3-year 19.57%, 5-year 12.74%.

GIDWX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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