GWMEX Mutual Fund

GWMEX Mutual Fund

NAV$8.08
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Returns Overview

1 Month
-0.48%
3 Months
-1.46%
6 Months
-1.39%
YTD
+0.80%
1 Year
+6.97%
3 Years (annualized)
+4.01%
5 Years (annualized)
-0.68%
10 Years (annualized)
+1.86%

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)
+0.80%
Peer Avg (YTD)
+0.15%
vs Peers
+0.65%

GWMEX Mutual Fund Performance

GWMEX performance across multiple time periods: 1-month -0.48%, YTD 0.80%, 1-year 6.97%, 3-year 4.01%, 5-year -0.68%, 10-year 1.86%.

GWMEX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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