GWSVX Mutual Fund

GWSVX Mutual Fund

NAV$16.96
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Returns Overview

1 Month
+1.33%
3 Months
-3.64%
6 Months
+0.63%
YTD
+4.50%
1 Year
+9.63%
3 Years (annualized)
+7.12%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSVX 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)
+4.50%
Peer Avg (YTD)
+9.54%
vs Peers
-5.04%

GWSVX Mutual Fund Performance

GWSVX performance across multiple time periods: 1-month 1.33%, YTD 4.50%, 1-year 9.63%, 3-year 7.12%, 5-year 4.11%, 10-year 5.50%.

GWSVX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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