GWPDX Mutual Fund

GWPDX Mutual Fund

NAV$32.01
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Returns Overview

1 Month
+2.44%
3 Months
+0.03%
6 Months
+9.37%
YTD
+10.60%
1 Year
+18.08%
3 Years (annualized)
+20.19%
5 Years (annualized)
+9.18%
10 Years (annualized)
+13.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWPDX 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)
+10.60%
Peer Avg (YTD)
+8.51%
vs Peers
+2.09%

GWPDX Mutual Fund Performance

GWPDX performance across multiple time periods: 1-month 2.44%, YTD 10.60%, 1-year 18.08%, 3-year 20.19%, 5-year 9.18%, 10-year 13.20%.

GWPDX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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