GMWEX Mutual Fund

GMWEX Mutual Fund

NAV$13.19
See how much of GMWEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.36%
3 Months
+0.66%
6 Months
+7.81%
YTD
+7.90%
1 Year
+14.59%
3 Years (annualized)
+18.63%
5 Years (annualized)
+8.81%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+9.29%
vs Peers
-1.39%

GMWEX Mutual Fund Performance

GMWEX performance across multiple time periods: 1-month -3.36%, YTD 7.90%, 1-year 14.59%, 3-year 18.63%, 5-year 8.81%, 10-year 9.17%.

GMWEX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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