GMWEX Mutual Fund

NAV$13.54

Returns Overview

1 Month
+0.88%
3 Months
+7.11%
6 Months
+8.14%
YTD
+7.19%
1 Year
+18.82%
3 Years (annualized)
+16.44%
5 Years (annualized)
+8.17%
10 Years (annualized)
+8.99%

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
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 ex US Index
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+9.13%
vs Peers
-1.94%

GMWEX Mutual Fund Performance

GMWEX performance across multiple time periods: 1-month 0.88%, YTD 7.19%, 1-year 18.82%, 3-year 16.44%, 5-year 8.17%, 10-year 8.99%.

GMWEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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