GWGZX Mutual Fund

GWGZX Mutual Fund

NAV$23.49
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Returns Overview

1 Month
+5.73%
3 Months
+16.37%
6 Months
+20.48%
YTD
+19.00%
1 Year
+31.01%
3 Years (annualized)
+14.73%
5 Years (annualized)
+8.58%

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
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)
+19.00%
Peer Avg (YTD)
+10.82%
vs Peers
+8.18%

GWGZX Mutual Fund Performance

GWGZX performance across multiple time periods: 1-month 5.73%, YTD 19.00%, 1-year 31.01%, 3-year 14.73%, 5-year 8.58%.

GWGZX returns outperform the peer average of 10.82% 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.