GWMEX Mutual Fund

GWMEX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
+3.71%
3 Months
-2.70%
6 Months
-2.68%
YTD
-1.45%
1 Year
-1.28%
3 Years (annualized)
+5.63%
5 Years (annualized)
-0.74%
10 Years (annualized)
+1.98%

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
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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
Bloomberg US Municipal Bond BAA Index
This Mutual Fund (YTD)
-1.45%
Peer Avg (YTD)
-0.87%
vs Peers
-0.58%

GWMEX Mutual Fund Performance

GWMEX performance across multiple time periods: 1-month 3.71%, YTD -1.45%, 1-year -1.28%, 3-year 5.63%, 5-year -0.74%, 10-year 1.98%.

GWMEX returns trail the peer average of -0.87% 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.