GLDIX Mutual Fund

NAV$50.73

Returns Overview

1 Month
-15.23%
3 Months
-16.49%
6 Months
-11.51%
YTD
-10.28%
1 Year
+52.39%
3 Years (annualized)
+42.00%
5 Years (annualized)
+20.64%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLDIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
-10.28%
Peer Avg (YTD)
-2.18%
vs Peers
-8.10%

GLDIX Mutual Fund Performance

GLDIX performance across multiple time periods: 1-month -15.23%, YTD -10.28%, 1-year 52.39%, 3-year 42.00%, 5-year 20.64%, 10-year 11.97%.

GLDIX returns trail the peer average of -2.18% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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