GIDAX Mutual Fund

GIDAX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
-3.01%
3 Months
+1.47%
6 Months
+5.62%
YTD
+9.23%
1 Year
+14.88%
3 Years (annualized)
+15.47%
5 Years (annualized)
+8.36%
10 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIDAX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+7.91%
vs Peers
+1.32%

GIDAX Mutual Fund Performance

GIDAX performance across multiple time periods: 1-month -3.01%, YTD 9.23%, 1-year 14.88%, 3-year 15.47%, 5-year 8.36%, 10-year 6.87%.

GIDAX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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