GMOWX Mutual Fund

GMOWX Mutual Fund

NAV$25.43
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Returns Overview

1 Month
+5.83%
3 Months
-2.99%
6 Months
+5.52%
YTD
+28.74%
1 Year
+42.84%
3 Years (annualized)
+9.43%
5 Years (annualized)
+4.68%
10 Years (annualized)
+11.63%

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
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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
MSCI ACWI Commodity Producers Index(^MSCIACWICPI)
This Mutual Fund (YTD)
+28.74%
Peer Avg (YTD)
+24.82%
vs Peers
+3.92%

GMOWX Mutual Fund Performance

GMOWX performance across multiple time periods: 1-month 5.83%, YTD 28.74%, 1-year 42.84%, 3-year 9.43%, 5-year 4.68%, 10-year 11.63%.

GMOWX returns outperform the peer average of 24.82% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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