GWOAX Mutual Fund

NAV$36.49

Returns Overview

1 Month
-0.56%
3 Months
+11.69%
6 Months
+15.15%
YTD
+14.01%
1 Year
+31.96%
3 Years (annualized)
+21.16%
5 Years (annualized)
+12.13%
10 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWOAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+9.49%
vs Peers
+4.52%

GWOAX Mutual Fund Performance

GWOAX performance across multiple time periods: 1-month -0.56%, YTD 14.01%, 1-year 31.96%, 3-year 21.16%, 5-year 12.13%, 10-year 12.71%.

GWOAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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