GLDIX Mutual Fund

GLDIX Mutual Fund

NAV$49.17
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Returns Overview

1 Month
-9.90%
3 Months
+18.66%
6 Months
-0.91%
YTD
+6.47%
1 Year
+27.83%
3 Years (annualized)
+56.11%
5 Years (annualized)
+28.15%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Philadelphia Gold & Silver (XAU) Index
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+7.76%
vs Peers
-1.29%

GLDIX Mutual Fund Performance

GLDIX performance across multiple time periods: 1-month -9.90%, YTD 6.47%, 1-year 27.83%, 3-year 56.11%, 5-year 28.15%, 10-year 15.31%.

GLDIX returns trail the peer average of 7.76% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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