GDIUX Mutual Fund

GDIUX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-0.75%
3 Months
-0.29%
6 Months
+1.05%
YTD
+0.82%
1 Year
+2.32%
3 Years (annualized)
+5.48%
5 Years (annualized)
+2.54%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDIUX 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 US 1-3 Year Corporate Bond Index
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
+0.50%
vs Peers
+0.32%

GDIUX Mutual Fund Performance

GDIUX performance across multiple time periods: 1-month -0.75%, YTD 0.82%, 1-year 2.32%, 3-year 5.48%, 5-year 2.54%, 10-year 2.64%.

GDIUX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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