GWILX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+2.39%
3 Months
+10.86%
6 Months
+3.34%
YTD
+3.46%
1 Year
-42.98%
3 Years (annualized)
-11.14%
5 Years (annualized)
-7.35%
10 Years (annualized)
+3.45%

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
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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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.46%
Peer Avg (YTD)
+9.49%
vs Peers
-6.03%

GWILX Mutual Fund Performance

GWILX performance across multiple time periods: 1-month 2.39%, YTD 3.46%, 1-year -42.98%, 3-year -11.14%, 5-year -7.35%, 10-year 3.45%.

GWILX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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