GMWYX Mutual Fund

GMWYX Mutual Fund

NAV$11.30
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Returns Overview

1 Month
+1.32%
3 Months
+0.88%
6 Months
+3.88%
YTD
+6.57%
1 Year
+11.03%
3 Years (annualized)
+11.39%
5 Years (annualized)
+5.25%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWYX 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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+8.76%
vs Peers
-2.18%

GMWYX Mutual Fund Performance

GMWYX performance across multiple time periods: 1-month 1.32%, YTD 6.57%, 1-year 11.03%, 3-year 11.39%, 5-year 5.25%, 10-year 7.22%.

GMWYX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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