GDIRX Mutual Fund

GDIRX Mutual Fund

NAV$10.22
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Returns Overview

1 Month
-1.77%
3 Months
-1.74%
6 Months
-0.78%
YTD
-0.42%
1 Year
+0.35%
3 Years (annualized)
+3.58%
5 Years (annualized)
+1.62%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDIRX 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 Barclays Municipal Bond 1-3 Year Blend Index(^BBMUB3Y)
This Mutual Fund (YTD)
-0.42%
Peer Avg (YTD)
-3.84%
vs Peers
+3.42%

GDIRX Mutual Fund Performance

GDIRX performance across multiple time periods: 1-month -1.77%, YTD -0.42%, 1-year 0.35%, 3-year 3.58%, 5-year 1.62%, 10-year 1.73%.

GDIRX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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