GWMNX Mutual Fund

GWMNX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+1.16%
3 Months
+4.02%
6 Months
+3.36%
YTD
+3.36%
1 Year
+8.63%
3 Years (annualized)
+4.06%
5 Years (annualized)
-0.44%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMNX 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)
+3.36%
Peer Avg (YTD)
+1.79%
vs Peers
+1.58%

GWMNX Mutual Fund Performance

GWMNX performance across multiple time periods: 1-month 1.16%, YTD 3.36%, 1-year 8.63%, 3-year 4.06%, 5-year -0.44%, 10-year 1.77%.

GWMNX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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