GWMZX Mutual Fund

GWMZX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
-2.16%
3 Months
+0.04%
6 Months
+1.11%
YTD
+1.32%
1 Year
+8.44%
3 Years (annualized)
+3.52%
5 Years (annualized)
-0.69%

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)
+1.32%
Peer Avg (YTD)
+0.23%
vs Peers
+1.09%

GWMZX Mutual Fund Performance

GWMZX performance across multiple time periods: 1-month -2.16%, YTD 1.32%, 1-year 8.44%, 3-year 3.52%, 5-year -0.69%.

GWMZX returns outperform the peer average of 0.23% 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.