GWSCX Mutual Fund

GWSCX Mutual Fund

NAV$13.96
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Returns Overview

1 Month
+1.26%
3 Months
-3.83%
6 Months
+0.26%
YTD
+4.05%
1 Year
+8.81%
3 Years (annualized)
+6.32%
5 Years (annualized)
+3.11%
10 Years (annualized)
+4.44%

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)
+4.05%
Peer Avg (YTD)
+9.54%
vs Peers
-5.49%

GWSCX Mutual Fund Performance

GWSCX performance across multiple time periods: 1-month 1.26%, YTD 4.05%, 1-year 8.81%, 3-year 6.32%, 5-year 3.11%, 10-year 4.44%.

GWSCX returns trail the peer average of 9.54% 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.