GWMIX Mutual Fund

GWMIX Mutual Fund

NAV$11.36
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Returns Overview

1 Month
+4.28%
3 Months
-0.13%
6 Months
-1.09%
YTD
-0.52%
1 Year
+0.23%
3 Years (annualized)
+4.58%
5 Years (annualized)
+0.81%
10 Years (annualized)
+1.78%

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
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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)
-0.52%
Peer Avg (YTD)
-0.87%
vs Peers
+0.35%

GWMIX Mutual Fund Performance

GWMIX performance across multiple time periods: 1-month 4.28%, YTD -0.52%, 1-year 0.23%, 3-year 4.58%, 5-year 0.81%, 10-year 1.78%.

GWMIX returns outperform the peer average of -0.87% 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.