GWEZX Mutual Fund

GWEZX Mutual Fund

NAV$39.35
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Returns Overview

1 Month
+7.20%
3 Months
+18.32%
6 Months
+18.46%
YTD
+17.51%
1 Year
+31.42%
3 Years (annualized)
+14.86%
5 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWEZX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+17.51%
Peer Avg (YTD)
+18.52%
vs Peers
-1.02%

GWEZX Mutual Fund Performance

GWEZX performance across multiple time periods: 1-month 7.20%, YTD 17.51%, 1-year 31.42%, 3-year 14.86%, 5-year 8.16%.

GWEZX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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