GMWZX Mutual Fund

GMWZX Mutual Fund

NAV$11.56
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Returns Overview

1 Month
-0.61%
3 Months
+1.71%
6 Months
+3.47%
YTD
+4.91%
1 Year
+11.35%
3 Years (annualized)
+10.94%
5 Years (annualized)
+5.44%
10 Years (annualized)
+7.21%

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)
+4.91%
Peer Avg (YTD)
+6.99%
vs Peers
-2.09%

GMWZX Mutual Fund Performance

GMWZX performance across multiple time periods: 1-month -0.61%, YTD 4.91%, 1-year 11.35%, 3-year 10.94%, 5-year 5.44%, 10-year 7.21%.

GMWZX returns trail the peer average of 6.99% 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.