GMWAX Mutual Fund

GMWAX Mutual Fund

NAV$42.51
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Returns Overview

1 Month
+1.70%
3 Months
+2.46%
6 Months
+5.42%
YTD
+13.96%
1 Year
+23.30%
3 Years (annualized)
+16.79%
5 Years (annualized)
+8.43%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+3.78%
vs Peers
+10.18%

GMWAX Mutual Fund Performance

GMWAX performance across multiple time periods: 1-month 1.70%, YTD 13.96%, 1-year 23.30%, 3-year 16.79%, 5-year 8.43%, 10-year 8.15%.

GMWAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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