GWSZX Mutual Fund

GWSZX Mutual Fund

NAV$12.67
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Returns Overview

1 Month
+7.06%
3 Months
+22.10%
YTD
+17.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSZX 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 500 Index(SPX)
This Mutual Fund (YTD)
+17.49%
Peer Avg (YTD)
+8.97%
vs Peers
+8.51%

GWSZX Mutual Fund Performance

GWSZX performance across multiple time periods: 1-month 7.06%, YTD 17.49%.

GWSZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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