GWPFX Mutual Fund

GWPFX Mutual Fund

NAV$31.73
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Returns Overview

1 Month
-2.88%
3 Months
+3.15%
6 Months
+6.30%
YTD
+7.72%
1 Year
+17.00%
3 Years (annualized)
+18.31%
5 Years (annualized)
+9.17%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWPFX 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)
+7.72%
Peer Avg (YTD)
+6.23%
vs Peers
+1.49%

GWPFX Mutual Fund Performance

GWPFX performance across multiple time periods: 1-month -2.88%, YTD 7.72%, 1-year 17.00%, 3-year 18.31%, 5-year 9.17%, 10-year 12.78%.

GWPFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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