GMWPX Mutual Fund

GMWPX Mutual Fund

NAV$4.01
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.29%
3 Months
+2.94%
6 Months
+2.11%
YTD
+2.11%
1 Year
+7.66%
3 Years (annualized)
+12.13%
5 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
J.P. Morgan Corporate Emerging Markets Bond Index
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+3.07%
vs Peers
-0.96%

GMWPX Mutual Fund Performance

GMWPX performance across multiple time periods: 1-month 0.29%, YTD 2.11%, 1-year 7.66%, 3-year 12.13%, 5-year 6.06%.

GMWPX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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