GWSAX Mutual Fund

GWSAX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
-4.36%
3 Months
-1.73%
6 Months
+4.06%
YTD
+3.43%
1 Year
+8.07%
3 Years (annualized)
+8.25%
5 Years (annualized)
+4.15%
10 Years (annualized)
+5.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSAX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+3.43%
Peer Avg (YTD)
+10.82%
vs Peers
-7.39%

GWSAX Mutual Fund Performance

GWSAX performance across multiple time periods: 1-month -4.36%, YTD 3.43%, 1-year 8.07%, 3-year 8.25%, 5-year 4.15%, 10-year 5.90%.

GWSAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

GWSAX performance comparison shows side-by-side returns with another fund. GWSAX alternatives are available in the Mutual Fund Screener.