GWLRX Mutual Fund

GWLRX Mutual Fund

NAV$17.74
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Returns Overview

1 Month
-9.73%
3 Months
-5.84%
6 Months
-3.85%
YTD
+23.73%
1 Year
+25.08%
3 Years (annualized)
+24.37%
5 Years (annualized)
+9.33%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWLRX 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
MSCI Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+23.73%
Peer Avg (YTD)
+4.64%
vs Peers
+19.08%

GWLRX Mutual Fund Performance

GWLRX performance across multiple time periods: 1-month -9.73%, YTD 23.73%, 1-year 25.08%, 3-year 24.37%, 5-year 9.33%, 10-year 10.86%.

GWLRX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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