GNWRX Mutual Fund

NAV$29.70

Returns Overview

1 Month
-0.21%
3 Months
+12.81%
6 Months
+6.00%
YTD
+5.76%
1 Year
+14.16%
3 Years (annualized)
+15.26%
5 Years (annualized)
+9.16%
10 Years (annualized)
+12.92%

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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.76%
Peer Avg (YTD)
+9.51%
vs Peers
-3.74%

GNWRX Mutual Fund Performance

GNWRX performance across multiple time periods: 1-month -0.21%, YTD 5.76%, 1-year 14.16%, 3-year 15.26%, 5-year 9.16%, 10-year 12.92%.

GNWRX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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