GWOAX Mutual Fund

GWOAX Mutual Fund

NAV$36.33
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Returns Overview

1 Month
-2.07%
3 Months
+2.56%
6 Months
+14.55%
YTD
+16.93%
1 Year
+26.27%
3 Years (annualized)
+22.55%
5 Years (annualized)
+12.89%
10 Years (annualized)
+12.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWOAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+16.93%
Peer Avg (YTD)
+10.00%
vs Peers
+6.94%

GWOAX Mutual Fund Performance

GWOAX performance across multiple time periods: 1-month -2.07%, YTD 16.93%, 1-year 26.27%, 3-year 22.55%, 5-year 12.89%, 10-year 12.78%.

GWOAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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