GLDYX Mutual Fund

NAV$12.86

Returns Overview

1 Month
+0.08%
3 Months
+0.70%
6 Months
+0.78%
YTD
+0.85%
1 Year
+3.39%
3 Years (annualized)
+5.00%
5 Years (annualized)
+2.26%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GLDYX 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
Bloomberg US Treasury 1-3 Year Index(BBGUSTR1T3YI)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+3.23%
vs Peers
-2.37%

GLDYX Mutual Fund Performance

GLDYX performance across multiple time periods: 1-month 0.08%, YTD 0.85%, 1-year 3.39%, 3-year 5.00%, 5-year 2.26%, 10-year 2.25%.

GLDYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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