GGWPX Mutual Fund

GGWPX Mutual Fund

NAV$13.86
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Returns Overview

1 Month
+0.21%
3 Months
-0.42%
6 Months
+10.73%
YTD
+9.88%
1 Year
+12.23%
3 Years (annualized)
+17.69%
5 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GGWPX 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
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+11.24%
vs Peers
-1.37%

GGWPX Mutual Fund Performance

GGWPX performance across multiple time periods: 1-month 0.21%, YTD 9.88%, 1-year 12.23%, 3-year 17.69%, 5-year 10.14%.

GGWPX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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