GDIUX Mutual Fund

NAV$9.78

Returns Overview

1 Month
+0.17%
3 Months
+1.35%
6 Months
+1.11%
YTD
+1.11%
1 Year
+4.15%
3 Years (annualized)
+5.66%
5 Years (annualized)
+2.56%
10 Years (annualized)
+2.65%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Goldman Sachs Short Duration Bond Fund Composite Index
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+3.23%
vs Peers
-2.12%

GDIUX Mutual Fund Performance

GDIUX performance across multiple time periods: 1-month 0.17%, YTD 1.11%, 1-year 4.15%, 3-year 5.66%, 5-year 2.56%, 10-year 2.65%.

GDIUX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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