GDGIX Mutual Fund

NAV$36.19

Returns Overview

1 Month
-0.94%
3 Months
+11.76%
6 Months
+8.48%
YTD
+8.21%
1 Year
+17.29%
3 Years (annualized)
+16.95%
5 Years (annualized)
+10.57%
10 Years (annualized)
+11.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GDGIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+8.97%
vs Peers
-0.76%

GDGIX Mutual Fund Performance

GDGIX performance across multiple time periods: 1-month -0.94%, YTD 8.21%, 1-year 17.29%, 3-year 16.95%, 5-year 10.57%, 10-year 11.74%.

GDGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

GDGIX performance comparison shows side-by-side returns with another fund. GDGIX alternatives are available in the Mutual Fund Screener.