GWGVX Mutual Fund

GWGVX Mutual Fund

NAV$22.64
See how much of GWGVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.65%
3 Months
+4.23%
6 Months
+11.75%
YTD
+17.18%
1 Year
+23.77%
3 Years (annualized)
+11.99%
5 Years (annualized)
+6.17%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWGVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+17.18%
Peer Avg (YTD)
+9.54%
vs Peers
+7.64%

GWGVX Mutual Fund Performance

GWGVX performance across multiple time periods: 1-month -2.65%, YTD 17.18%, 1-year 23.77%, 3-year 11.99%, 5-year 6.17%, 10-year 10.93%.

GWGVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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