GNWRX Mutual Fund

GNWRX Mutual Fund

NAV$29.30
See how much of GNWRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
+2.71%
6 Months
+4.97%
YTD
+6.09%
1 Year
+12.30%
3 Years (annualized)
+15.47%
5 Years (annualized)
+8.81%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GNWRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.09%
Peer Avg (YTD)
+9.41%
vs Peers
-3.32%

GNWRX Mutual Fund Performance

GNWRX performance across multiple time periods: 1-month 0.31%, YTD 6.09%, 1-year 12.30%, 3-year 15.47%, 5-year 8.81%, 10-year 12.52%.

GNWRX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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