GWOAX Mutual Fund

GWOAX Mutual Fund

NAV$36.63
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Returns Overview

1 Month
+2.19%
3 Months
+5.81%
6 Months
+11.86%
YTD
+17.68%
1 Year
+34.65%
3 Years (annualized)
+20.48%
5 Years (annualized)
+12.65%
10 Years (annualized)
+12.55%

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
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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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+17.68%
Peer Avg (YTD)
+11.41%
vs Peers
+6.27%

GWOAX Mutual Fund Performance

GWOAX performance across multiple time periods: 1-month 2.19%, YTD 17.68%, 1-year 34.65%, 3-year 20.48%, 5-year 12.65%, 10-year 12.55%.

GWOAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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