GWSIX Mutual Fund

GWSIX Mutual Fund

NAV$17.85
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Returns Overview

1 Month
+1.47%
3 Months
-3.05%
6 Months
-6.32%
YTD
+1.94%
1 Year
+7.22%
3 Years (annualized)
+11.32%
5 Years (annualized)
+3.28%
10 Years (annualized)
+5.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSIX 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)
+1.94%
Peer Avg (YTD)
+8.01%
vs Peers
-6.07%

GWSIX Mutual Fund Performance

GWSIX performance across multiple time periods: 1-month 1.47%, YTD 1.94%, 1-year 7.22%, 3-year 11.32%, 5-year 3.28%, 10-year 5.80%.

GWSIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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