GMWEX Mutual Fund

GMWEX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
+0.08%
3 Months
-1.19%
6 Months
+3.07%
YTD
+7.98%
1 Year
+15.07%
3 Years (annualized)
+20.09%
5 Years (annualized)
+8.28%
10 Years (annualized)
+8.88%

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)
+7.98%
Peer Avg (YTD)
+8.05%
vs Peers
-0.08%

GMWEX Mutual Fund Performance

GMWEX performance across multiple time periods: 1-month 0.08%, YTD 7.98%, 1-year 15.07%, 3-year 20.09%, 5-year 8.28%, 10-year 8.88%.

GMWEX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.19%, 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.