GWMEX Mutual Fund

GWMEX Mutual Fund

NAV$8.10
See how much of GWMEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.73%
3 Months
-8.22%
6 Months
-4.44%
YTD
-4.98%
1 Year
-3.19%
3 Years (annualized)
+4.01%
5 Years (annualized)
-0.68%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMEX 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
Bloomberg US Municipal Bond BAA Index
This Mutual Fund (YTD)
-4.98%
Peer Avg (YTD)
-3.84%
vs Peers
-1.14%

GWMEX Mutual Fund Performance

GWMEX performance across multiple time periods: 1-month -5.73%, YTD -4.98%, 1-year -3.19%, 3-year 4.01%, 5-year -0.68%, 10-year 1.86%.

GWMEX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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