GWSIX Mutual Fund

GWSIX Mutual Fund

NAV$19.24
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Returns Overview

1 Month
-4.32%
3 Months
-1.62%
6 Months
+4.29%
YTD
+3.65%
1 Year
+8.57%
3 Years (annualized)
+8.74%
5 Years (annualized)
+4.85%
10 Years (annualized)
+6.50%

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)
+3.65%
Peer Avg (YTD)
+10.82%
vs Peers
-7.16%

GWSIX Mutual Fund Performance

GWSIX performance across multiple time periods: 1-month -4.32%, YTD 3.65%, 1-year 8.57%, 3-year 8.74%, 5-year 4.85%, 10-year 6.50%.

GWSIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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