GMDIX Mutual Fund

GMDIX Mutual Fund

NAV$10.12
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Returns Overview

1 Month
-0.20%
3 Months
+2.56%
6 Months
+5.41%
YTD
+7.22%
1 Year
+15.43%
3 Years (annualized)
+11.77%
5 Years (annualized)
+6.82%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMDIX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+5.54%
vs Peers
+1.68%

GMDIX Mutual Fund Performance

GMDIX performance across multiple time periods: 1-month -0.20%, YTD 7.22%, 1-year 15.43%, 3-year 11.77%, 5-year 6.82%, 10-year 8.26%.

GMDIX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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