GIDWX Mutual Fund

GIDWX Mutual Fund

NAV$20.60
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Returns Overview

1 Month
+0.55%
3 Months
+5.21%
6 Months
+9.41%
YTD
+10.86%
1 Year
+19.35%
3 Years (annualized)
+16.92%
5 Years (annualized)
+11.49%
10 Years (annualized)
+12.17%

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)
+10.86%
Peer Avg (YTD)
+11.56%
vs Peers
-0.70%

GIDWX Mutual Fund Performance

GIDWX performance across multiple time periods: 1-month 0.55%, YTD 10.86%, 1-year 19.35%, 3-year 16.92%, 5-year 11.49%, 10-year 12.17%.

GIDWX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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