GWMTX Mutual Fund

GWMTX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
-4.21%
3 Months
-6.24%
6 Months
-4.09%
YTD
-4.87%
1 Year
-2.81%
3 Years (annualized)
+2.96%
5 Years (annualized)
+0.22%
10 Years (annualized)
+1.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWMTX 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 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
-4.87%
Peer Avg (YTD)
-3.84%
vs Peers
-1.03%

GWMTX Mutual Fund Performance

GWMTX performance across multiple time periods: 1-month -4.21%, YTD -4.87%, 1-year -2.81%, 3-year 2.96%, 5-year 0.22%, 10-year 1.33%.

GWMTX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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