GWLIX Mutual Fund

GWLIX Mutual Fund

NAV$21.35
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Returns Overview

1 Month
-0.64%
3 Months
-4.21%
6 Months
+26.46%
YTD
+35.06%
1 Year
+51.17%
3 Years (annualized)
+26.63%
5 Years (annualized)
+12.55%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWLIX 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
MSCI Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+35.06%
Peer Avg (YTD)
+8.68%
vs Peers
+26.38%

GWLIX Mutual Fund Performance

GWLIX performance across multiple time periods: 1-month -0.64%, YTD 35.06%, 1-year 51.17%, 3-year 26.63%, 5-year 12.55%, 10-year 12.63%.

GWLIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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