GWGIX Mutual Fund

GWGIX Mutual Fund

NAV$21.35
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Returns Overview

1 Month
-5.09%
3 Months
-8.45%
6 Months
+6.57%
YTD
+8.98%
1 Year
+12.25%
3 Years (annualized)
+12.66%
5 Years (annualized)
+6.63%
10 Years (annualized)
+11.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWGIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+6.72%
vs Peers
+2.26%

GWGIX Mutual Fund Performance

GWGIX performance across multiple time periods: 1-month -5.09%, YTD 8.98%, 1-year 12.25%, 3-year 12.66%, 5-year 6.63%, 10-year 11.56%.

GWGIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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