GMWZX Mutual Fund

GMWZX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
+0.44%
3 Months
-0.18%
6 Months
+1.53%
YTD
+4.72%
1 Year
+5.78%
3 Years (annualized)
+12.25%
5 Years (annualized)
+4.66%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWZX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+6.70%
vs Peers
-1.98%

GMWZX Mutual Fund Performance

GMWZX performance across multiple time periods: 1-month 0.44%, YTD 4.72%, 1-year 5.78%, 3-year 12.25%, 5-year 4.66%, 10-year 6.99%.

GMWZX returns trail the peer average of 6.70% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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