GWGVX Mutual Fund

GWGVX Mutual Fund

NAV$21.20
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Returns Overview

1 Month
-5.08%
3 Months
-8.46%
6 Months
+6.51%
YTD
+8.82%
1 Year
+12.06%
3 Years (annualized)
+13.78%
5 Years (annualized)
+7.19%
10 Years (annualized)
+10.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWGVX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+6.73%
vs Peers
+2.09%

GWGVX Mutual Fund Performance

GWGVX performance across multiple time periods: 1-month -5.08%, YTD 8.82%, 1-year 12.06%, 3-year 13.78%, 5-year 7.19%, 10-year 10.93%.

GWGVX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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