GDFRX Mutual Fund

GDFRX Mutual Fund

NAV$8.79
See how much of GDFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.90%
3 Months
-3.90%
6 Months
-3.13%
YTD
-3.35%
1 Year
-2.40%
3 Years (annualized)
+3.77%
5 Years (annualized)
-0.88%
10 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDFRX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.35%
Peer Avg (YTD)
+0.50%
vs Peers
-3.85%

GDFRX Mutual Fund Performance

GDFRX performance across multiple time periods: 1-month -2.90%, YTD -3.35%, 1-year -2.40%, 3-year 3.77%, 5-year -0.88%, 10-year 1.11%.

GDFRX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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