GWILX Mutual Fund

GWILX Mutual Fund

NAV$8.61
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Returns Overview

1 Month
+1.22%
3 Months
+4.15%
6 Months
+7.72%
YTD
+5.23%
1 Year
+5.03%
3 Years (annualized)
+12.08%
5 Years (annualized)
+6.29%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWILX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.23%
Peer Avg (YTD)
+12.44%
vs Peers
-7.20%

GWILX Mutual Fund Performance

GWILX performance across multiple time periods: 1-month 1.22%, YTD 5.23%, 1-year 5.03%, 3-year 12.08%, 5-year 6.29%, 10-year 10.25%.

GWILX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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