GWEZX Mutual Fund

GWEZX Mutual Fund

NAV$37.84
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Returns Overview

1 Month
-4.25%
3 Months
+3.29%
6 Months
+9.22%
YTD
+12.52%
1 Year
+24.76%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.49%
10 Years (annualized)
+10.14%

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)
+12.52%
Peer Avg (YTD)
+15.31%
vs Peers
-2.79%

GWEZX Mutual Fund Performance

GWEZX performance across multiple time periods: 1-month -4.25%, YTD 12.52%, 1-year 24.76%, 3-year 11.93%, 5-year 5.49%, 10-year 10.14%.

GWEZX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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