GWLIX Mutual Fund

NAV$21.30

Returns Overview

1 Month
+1.15%
3 Months
+32.02%
6 Months
+43.76%
YTD
+41.00%
1 Year
+72.07%
3 Years (annualized)
+27.59%
5 Years (annualized)
+14.54%
10 Years (annualized)
+13.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWLIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+41.00%
Peer Avg (YTD)
+8.97%
vs Peers
+32.03%

GWLIX Mutual Fund Performance

GWLIX performance across multiple time periods: 1-month 1.15%, YTD 41.00%, 1-year 72.07%, 3-year 27.59%, 5-year 14.54%, 10-year 13.35%.

GWLIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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