GWGZX Mutual Fund

GWGZX Mutual Fund

NAV$22.45
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Returns Overview

1 Month
-2.58%
3 Months
+4.28%
6 Months
+11.91%
YTD
+15.92%
1 Year
+24.10%
3 Years (annualized)
+12.28%
5 Years (annualized)
+7.54%

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)
+15.92%
Peer Avg (YTD)
+9.54%
vs Peers
+6.39%

GWGZX Mutual Fund Performance

GWGZX performance across multiple time periods: 1-month -2.58%, YTD 15.92%, 1-year 24.10%, 3-year 12.28%, 5-year 7.54%.

GWGZX returns outperform the peer average of 9.54% 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.