GNWRX Mutual Fund

GNWRX Mutual Fund

NAV$29.71
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Returns Overview

1 Month
+0.03%
3 Months
+1.43%
6 Months
+14.42%
YTD
+7.27%
1 Year
+8.99%
3 Years (annualized)
+15.43%
5 Years (annualized)
+8.40%
10 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GNWRX 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)
+7.27%
Peer Avg (YTD)
+9.98%
vs Peers
-2.71%

GNWRX Mutual Fund Performance

GNWRX performance across multiple time periods: 1-month 0.03%, YTD 7.27%, 1-year 8.99%, 3-year 15.43%, 5-year 8.40%, 10-year 12.60%.

GNWRX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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