GWMNX Mutual Fund

GWMNX Mutual Fund

NAV$8.38
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Returns Overview

1 Month
-5.69%
3 Months
-8.33%
6 Months
-4.65%
YTD
-5.25%
1 Year
-3.59%
3 Years (annualized)
+3.63%
5 Years (annualized)
-1.04%
10 Years (annualized)
+1.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMNX 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
Bloomberg US Municipal Bond BAA Index
This Mutual Fund (YTD)
-5.25%
Peer Avg (YTD)
-3.84%
vs Peers
-1.41%

GWMNX Mutual Fund Performance

GWMNX performance across multiple time periods: 1-month -5.69%, YTD -5.25%, 1-year -3.59%, 3-year 3.63%, 5-year -1.04%, 10-year 1.48%.

GWMNX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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