GWPAX Mutual Fund

GWPAX Mutual Fund

NAV$32.45
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Returns Overview

1 Month
+2.39%
3 Months
-0.06%
6 Months
+9.21%
YTD
+10.33%
1 Year
+17.68%
3 Years (annualized)
+19.77%
5 Years (annualized)
+8.81%
10 Years (annualized)
+12.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWPAX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+10.33%
Peer Avg (YTD)
+8.51%
vs Peers
+1.82%

GWPAX Mutual Fund Performance

GWPAX performance across multiple time periods: 1-month 2.39%, YTD 10.33%, 1-year 17.68%, 3-year 19.77%, 5-year 8.81%, 10-year 12.88%.

GWPAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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