GMWEX Mutual Fund

GMWEX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
+1.94%
3 Months
+4.31%
6 Months
+6.34%
YTD
+9.28%
1 Year
+23.45%
3 Years (annualized)
+16.02%
5 Years (annualized)
+8.40%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWEX 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
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📉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 ex US Index
This Mutual Fund (YTD)
+9.28%
Peer Avg (YTD)
+9.42%
vs Peers
-0.14%

GMWEX Mutual Fund Performance

GMWEX performance across multiple time periods: 1-month 1.94%, YTD 9.28%, 1-year 23.45%, 3-year 16.02%, 5-year 8.40%, 10-year 8.76%.

GMWEX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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