GWSAX Mutual Fund

GWSAX Mutual Fund

NAV$18.13
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Returns Overview

1 Month
+1.39%
3 Months
-3.48%
6 Months
+0.95%
YTD
+4.87%
1 Year
+10.18%
3 Years (annualized)
+7.62%
5 Years (annualized)
+4.34%
10 Years (annualized)
+5.58%

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)
+4.87%
Peer Avg (YTD)
+9.54%
vs Peers
-4.67%

GWSAX Mutual Fund Performance

GWSAX performance across multiple time periods: 1-month 1.39%, YTD 4.87%, 1-year 10.18%, 3-year 7.62%, 5-year 4.34%, 10-year 5.58%.

GWSAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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