GWGIX Mutual Fund

GWGIX Mutual Fund

NAV$21.72
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Returns Overview

1 Month
-0.93%
3 Months
+2.01%
6 Months
+6.27%
YTD
+16.26%
1 Year
+17.55%
3 Years (annualized)
+12.66%
5 Years (annualized)
+6.63%
10 Years (annualized)
+11.56%

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)
+16.26%
Peer Avg (YTD)
+9.89%
vs Peers
+6.37%

GWGIX Mutual Fund Performance

GWGIX performance across multiple time periods: 1-month -0.93%, YTD 16.26%, 1-year 17.55%, 3-year 12.66%, 5-year 6.63%, 10-year 11.56%.

GWGIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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