GWSAX Mutual Fund

GWSAX Mutual Fund

NAV$16.70
See how much of GWSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.73%
3 Months
+1.54%
6 Months
+2.17%
YTD
+9.82%
1 Year
+8.80%
3 Years (annualized)
+9.68%
5 Years (annualized)
+4.80%
10 Years (annualized)
+6.04%

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
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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+9.82%
Peer Avg (YTD)
+9.89%
vs Peers
-0.07%

GWSAX Mutual Fund Performance

GWSAX performance across multiple time periods: 1-month 4.73%, YTD 9.82%, 1-year 8.80%, 3-year 9.68%, 5-year 4.80%, 10-year 6.04%.

GWSAX returns trail the peer average of 9.89% 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.