GWGZX Mutual Fund

GWGZX Mutual Fund

NAV$21.92
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Returns Overview

1 Month
+2.63%
3 Months
-3.49%
6 Months
+0.64%
YTD
+11.88%
1 Year
+15.23%
3 Years (annualized)
+16.12%
5 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWGZX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+8.01%
vs Peers
+3.87%

GWGZX Mutual Fund Performance

GWGZX performance across multiple time periods: 1-month 2.63%, YTD 11.88%, 1-year 15.23%, 3-year 16.12%, 5-year 4.40%.

GWGZX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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