GWMIX Mutual Fund

GWMIX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-1.98%
3 Months
-0.96%
6 Months
-1.58%
YTD
-0.39%
1 Year
+5.30%
3 Years (annualized)
+2.88%
5 Years (annualized)
+0.49%
10 Years (annualized)
+1.66%

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
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📉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 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
+0.23%
vs Peers
-0.62%

GWMIX Mutual Fund Performance

GWMIX performance across multiple time periods: 1-month -1.98%, YTD -0.39%, 1-year 5.30%, 3-year 2.88%, 5-year 0.49%, 10-year 1.66%.

GWMIX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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