GLDIX Mutual Fund

GLDIX Mutual Fund

NAV$57.00
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Returns Overview

1 Month
-1.99%
3 Months
-16.07%
6 Months
-22.15%
YTD
-13.28%
1 Year
+54.53%
3 Years (annualized)
+39.72%
5 Years (annualized)
+19.41%
10 Years (annualized)
+10.60%

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
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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
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
-13.28%
Peer Avg (YTD)
-3.00%
vs Peers
-10.28%

GLDIX Mutual Fund Performance

GLDIX performance across multiple time periods: 1-month -1.99%, YTD -13.28%, 1-year 54.53%, 3-year 39.72%, 5-year 19.41%, 10-year 10.60%.

GLDIX returns trail the peer average of -3.00% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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