GMDFX Mutual Fund

NAV$24.62

Returns Overview

1 Month
+1.03%
3 Months
+7.05%
6 Months
+9.48%
YTD
+9.48%
1 Year
+23.87%
3 Years (annualized)
+19.30%
5 Years (annualized)
+8.06%
10 Years (annualized)
+7.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMDFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JP Morgan CEMBI Global Diversified High Yield Index (USD)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+3.07%
vs Peers
+6.40%

GMDFX Mutual Fund Performance

GMDFX performance across multiple time periods: 1-month 1.03%, YTD 9.48%, 1-year 23.87%, 3-year 19.30%, 5-year 8.06%, 10-year 7.00%.

GMDFX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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