GWGIX Mutual Fund

GWGIX Mutual Fund

NAV$23.46
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Returns Overview

1 Month
+5.74%
3 Months
+16.41%
6 Months
+20.52%
YTD
+19.04%
1 Year
+30.94%
3 Years (annualized)
+14.69%
5 Years (annualized)
+8.55%
10 Years (annualized)
+12.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWGIX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+19.04%
Peer Avg (YTD)
+10.82%
vs Peers
+8.22%

GWGIX Mutual Fund Performance

GWGIX performance across multiple time periods: 1-month 5.74%, YTD 19.04%, 1-year 30.94%, 3-year 14.69%, 5-year 8.55%, 10-year 12.62%.

GWGIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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