GWETX Mutual Fund

GWETX Mutual Fund

NAV$34.55
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Returns Overview

1 Month
-5.17%
3 Months
-8.81%
6 Months
+7.78%
YTD
+6.98%
1 Year
+11.64%
3 Years (annualized)
+12.65%
5 Years (annualized)
+4.77%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWETX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+6.98%
Peer Avg (YTD)
+10.34%
vs Peers
-3.36%

GWETX Mutual Fund Performance

GWETX performance across multiple time periods: 1-month -5.17%, YTD 6.98%, 1-year 11.64%, 3-year 12.65%, 5-year 4.77%, 10-year 9.64%.

GWETX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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