GMOWX Mutual Fund

NAV$25.64

Returns Overview

1 Month
-11.36%
3 Months
-9.52%
6 Months
+17.64%
YTD
+15.01%
1 Year
+47.70%
3 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMOWX 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 ACWI Commodity Producers Index(^MSCIACWICPI)
This Mutual Fund (YTD)
+15.01%
Peer Avg (YTD)
+11.40%
vs Peers
+3.62%

GMOWX Mutual Fund Performance

GMOWX performance across multiple time periods: 1-month -11.36%, YTD 15.01%, 1-year 47.70%, 3-year 6.44%.

GMOWX returns outperform the peer average of 11.40% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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