GWGVX Mutual Fund

GWGVX Mutual Fund

NAV$21.30
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Returns Overview

1 Month
-0.94%
3 Months
+1.97%
6 Months
+6.16%
YTD
+16.08%
1 Year
+17.33%
3 Years (annualized)
+13.78%
5 Years (annualized)
+7.19%
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
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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)
+16.08%
Peer Avg (YTD)
+9.89%
vs Peers
+6.19%

GWGVX Mutual Fund Performance

GWGVX performance across multiple time periods: 1-month -0.94%, YTD 16.08%, 1-year 17.33%, 3-year 13.78%, 5-year 7.19%, 10-year 10.93%.

GWGVX returns outperform the peer average of 9.89% 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.