GWLRX Mutual Fund

GWLRX Mutual Fund

NAV$19.19
See how much of GWLRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.66%
3 Months
-4.34%
6 Months
+26.14%
YTD
+34.52%
1 Year
+50.30%
3 Years (annualized)
+25.78%
5 Years (annualized)
+11.77%
10 Years (annualized)
+11.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWLRX 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
PROUpgrade to run

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)
+34.52%
Peer Avg (YTD)
+8.68%
vs Peers
+25.84%

GWLRX Mutual Fund Performance

GWLRX performance across multiple time periods: 1-month -0.66%, YTD 34.52%, 1-year 50.30%, 3-year 25.78%, 5-year 11.77%, 10-year 11.86%.

GWLRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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