GWGZX Mutual Fund

GWGZX Mutual Fund

NAV$21.40
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Returns Overview

1 Month
-5.08%
3 Months
-8.39%
6 Months
+6.61%
YTD
+9.01%
1 Year
+12.34%
3 Years (annualized)
+12.72%
5 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWGZX 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)
+9.01%
Peer Avg (YTD)
+6.72%
vs Peers
+2.29%

GWGZX Mutual Fund Performance

GWGZX performance across multiple time periods: 1-month -5.08%, YTD 9.01%, 1-year 12.34%, 3-year 12.72%, 5-year 6.69%.

GWGZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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