GWHIX Mutual Fund

GWHIX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
+0.44%
3 Months
+0.10%
6 Months
+1.38%
YTD
+1.99%
1 Year
+6.01%
3 Years (annualized)
+1.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWHIX 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
Bloomberg US High Yield 1-5 Year Ba Index(BBGUSHY15Y)
This Mutual Fund (YTD)
+1.99%
Peer Avg (YTD)
+3.81%
vs Peers
-1.81%

GWHIX Mutual Fund Performance

GWHIX performance across multiple time periods: 1-month 0.44%, YTD 1.99%, 1-year 6.01%, 3-year 1.38%.

GWHIX returns trail the peer average of 3.81% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

GWHIX performance comparison shows side-by-side returns with another fund. GWHIX alternatives are available in the Mutual Fund Screener.