GWMIX Mutual Fund

GWMIX Mutual Fund

NAV$11.44
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.69%
3 Months
+2.36%
6 Months
+1.70%
YTD
+1.62%
1 Year
+7.21%
3 Years (annualized)
+3.69%
5 Years (annualized)
+1.06%
10 Years (annualized)
+1.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
+1.62%
Peer Avg (YTD)
+1.79%
vs Peers
-0.17%

GWMIX Mutual Fund Performance

GWMIX performance across multiple time periods: 1-month 0.69%, YTD 1.62%, 1-year 7.21%, 3-year 3.69%, 5-year 1.06%, 10-year 1.88%.

GWMIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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