GWEIX Mutual Fund

GWEIX Mutual Fund

NAV$36.49
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Returns Overview

1 Month
+0.48%
3 Months
+3.11%
6 Months
+7.33%
YTD
+13.04%
1 Year
+17.20%
3 Years (annualized)
+12.82%
5 Years (annualized)
+6.73%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWEIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.04%
Peer Avg (YTD)
+15.20%
vs Peers
-2.15%

GWEIX Mutual Fund Performance

GWEIX performance across multiple time periods: 1-month 0.48%, YTD 13.04%, 1-year 17.20%, 3-year 12.82%, 5-year 6.73%, 10-year 10.86%.

GWEIX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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