GMWRX Mutual Fund

GMWRX Mutual Fund

NAV$42.54
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Returns Overview

1 Month
-1.42%
3 Months
+1.66%
6 Months
+9.45%
YTD
+12.37%
1 Year
+19.35%
3 Years (annualized)
+16.80%
5 Years (annualized)
+8.44%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMWRX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+12.37%
Peer Avg (YTD)
+2.46%
vs Peers
+9.92%

GMWRX Mutual Fund Performance

GMWRX performance across multiple time periods: 1-month -1.42%, YTD 12.37%, 1-year 19.35%, 3-year 16.80%, 5-year 8.44%, 10-year 7.90%.

GMWRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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