GWPEX Mutual Fund

GWPEX Mutual Fund

NAV$32.36
See how much of GWPEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.40%
6 Months
+9.31%
YTD
+10.50%
1 Year
+17.98%
3 Years (annualized)
+20.07%
5 Years (annualized)
+9.08%
10 Years (annualized)
+13.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWPEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+10.50%
Peer Avg (YTD)
+8.51%
vs Peers
+1.99%

GWPEX Mutual Fund Performance

GWPEX performance across multiple time periods: 1-month 2.40%, YTD 10.50%, 1-year 17.98%, 3-year 20.07%, 5-year 9.08%, 10-year 13.16%.

GWPEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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