GWILX Mutual Fund

GWILX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
+0.49%
3 Months
+4.45%
6 Months
+2.90%
YTD
+3.97%
1 Year
+9.18%
3 Years (annualized)
+11.06%
5 Years (annualized)
+6.45%
10 Years (annualized)
+10.33%

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)
+3.97%
Peer Avg (YTD)
+11.41%
vs Peers
-7.45%

GWILX Mutual Fund Performance

GWILX performance across multiple time periods: 1-month 0.49%, YTD 3.97%, 1-year 9.18%, 3-year 11.06%, 5-year 6.45%, 10-year 10.33%.

GWILX returns trail the peer average of 11.41% 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.