GWMIX Mutual Fund

GWMIX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-4.15%
3 Months
-6.12%
6 Months
-3.90%
YTD
-4.60%
1 Year
-2.47%
3 Years (annualized)
+3.19%
5 Years (annualized)
+0.50%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMIX 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
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📉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
Bloomberg 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
-4.60%
Peer Avg (YTD)
-3.84%
vs Peers
-0.76%

GWMIX Mutual Fund Performance

GWMIX performance across multiple time periods: 1-month -4.15%, YTD -4.60%, 1-year -2.47%, 3-year 3.19%, 5-year 0.50%, 10-year 1.62%.

GWMIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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