GWLRX Mutual Fund

GWLRX Mutual Fund

NAV$19.27
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Returns Overview

1 Month
-8.28%
3 Months
+2.12%
6 Months
+18.20%
YTD
+31.40%
1 Year
+57.05%
3 Years (annualized)
+22.00%
5 Years (annualized)
+11.09%
10 Years (annualized)
+11.30%

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)
+31.40%
Peer Avg (YTD)
+6.23%
vs Peers
+25.17%

GWLRX Mutual Fund Performance

GWLRX performance across multiple time periods: 1-month -8.28%, YTD 31.40%, 1-year 57.05%, 3-year 22.00%, 5-year 11.09%, 10-year 11.30%.

GWLRX returns outperform the peer average of 6.23% 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.