GWMEX Mutual Fund

GWMEX Mutual Fund

NAV$8.51
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Returns Overview

1 Month
-2.17%
3 Months
+0.02%
6 Months
+0.97%
YTD
+1.29%
1 Year
+8.38%
3 Years (annualized)
+3.47%
5 Years (annualized)
-0.75%
10 Years (annualized)
+2.01%

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)
+1.29%
Peer Avg (YTD)
+0.23%
vs Peers
+1.06%

GWMEX Mutual Fund Performance

GWMEX performance across multiple time periods: 1-month -2.17%, YTD 1.29%, 1-year 8.38%, 3-year 3.47%, 5-year -0.75%, 10-year 2.01%.

GWMEX returns outperform the peer average of 0.23% 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.