GIWEX Mutual Fund

NAV$27.48

Returns Overview

1 Month
-0.29%
3 Months
-0.29%
6 Months
-0.29%
YTD
-0.29%
1 Year
+162.62%
3 Years (annualized)
+36.75%
5 Years (annualized)
+26.06%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GIWEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
+5.36%
vs Peers
-5.66%

GIWEX Mutual Fund Performance

GIWEX performance across multiple time periods: 1-month -0.29%, YTD -0.29%, 1-year 162.62%, 3-year 36.75%, 5-year 26.06%, 10-year 13.87%.

GIWEX returns trail the peer average of 5.36% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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