GWSCX Mutual Fund

GWSCX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
+4.60%
3 Months
+1.23%
6 Months
+1.45%
YTD
+8.88%
1 Year
+7.40%
3 Years (annualized)
+8.36%
5 Years (annualized)
+3.57%
10 Years (annualized)
+4.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSCX 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)
+8.88%
Peer Avg (YTD)
+9.89%
vs Peers
-1.01%

GWSCX Mutual Fund Performance

GWSCX performance across multiple time periods: 1-month 4.60%, YTD 8.88%, 1-year 7.40%, 3-year 8.36%, 5-year 3.57%, 10-year 4.89%.

GWSCX returns trail the peer average of 9.89% YTD. With an expense ratio of 2.41%, investors should weigh costs against performance when evaluating this mutual fund.

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