GWMEX Mutual Fund

GWMEX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
+1.22%
3 Months
+4.12%
6 Months
+3.53%
YTD
+3.53%
1 Year
+8.91%
3 Years (annualized)
+4.43%
5 Years (annualized)
-0.09%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Bond BAA Index
This Mutual Fund (YTD)
+3.53%
Peer Avg (YTD)
+1.79%
vs Peers
+1.75%

GWMEX Mutual Fund Performance

GWMEX performance across multiple time periods: 1-month 1.22%, YTD 3.53%, 1-year 8.91%, 3-year 4.43%, 5-year -0.09%, 10-year 2.15%.

GWMEX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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