GWMZX Mutual Fund

GWMZX Mutual Fund

NAV$8.06
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Returns Overview

1 Month
-0.48%
3 Months
-1.44%
6 Months
-1.25%
YTD
+0.83%
1 Year
+7.03%
3 Years (annualized)
+4.07%
5 Years (annualized)
-0.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMZX 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)
+0.83%
Peer Avg (YTD)
+0.15%
vs Peers
+0.68%

GWMZX Mutual Fund Performance

GWMZX performance across multiple time periods: 1-month -0.48%, YTD 0.83%, 1-year 7.03%, 3-year 4.07%, 5-year -0.62%.

GWMZX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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