GILDX Mutual Fund

GILDX Mutual Fund

NAV$24.15
See how much of GILDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.32%
3 Months
+0.63%
6 Months
+0.82%
YTD
+1.62%
1 Year
+3.27%
3 Years (annualized)
+5.40%
5 Years (annualized)
+2.84%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GILDX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Aggregate Index(^BB3YUSAI)
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+2.15%
vs Peers
-0.53%

GILDX Mutual Fund Performance

GILDX performance across multiple time periods: 1-month 0.32%, YTD 1.62%, 1-year 3.27%, 3-year 5.40%, 5-year 2.84%, 10-year 2.83%.

GILDX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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