GMWRX Mutual Fund

NAV$42.67

Returns Overview

1 Month
-0.64%
3 Months
+7.66%
6 Months
+11.25%
YTD
+10.54%
1 Year
+24.50%
3 Years (annualized)
+15.96%
5 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWRX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+10.54%
Peer Avg (YTD)
+4.14%
vs Peers
+6.40%

GMWRX Mutual Fund Performance

GMWRX performance across multiple time periods: 1-month -0.64%, YTD 10.54%, 1-year 24.50%, 3-year 15.96%, 5-year 7.73%.

GMWRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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