GWEIX Mutual Fund

GWEIX Mutual Fund

NAV$38.52
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Returns Overview

1 Month
-4.28%
3 Months
+3.27%
6 Months
+9.20%
YTD
+12.50%
1 Year
+24.71%
3 Years (annualized)
+11.64%
5 Years (annualized)
+5.43%
10 Years (annualized)
+10.92%

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)
+12.50%
Peer Avg (YTD)
+15.31%
vs Peers
-2.81%

GWEIX Mutual Fund Performance

GWEIX performance across multiple time periods: 1-month -4.28%, YTD 12.50%, 1-year 24.71%, 3-year 11.64%, 5-year 5.43%, 10-year 10.92%.

GWEIX returns trail the peer average of 15.31% 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.