GWPFX Mutual Fund

GWPFX Mutual Fund

NAV$32.06
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Returns Overview

1 Month
-1.06%
3 Months
-1.58%
6 Months
+16.43%
YTD
+9.16%
1 Year
+13.22%
3 Years (annualized)
+19.76%
5 Years (annualized)
+9.49%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWPFX 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
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+8.68%
vs Peers
+0.48%

GWPFX Mutual Fund Performance

GWPFX performance across multiple time periods: 1-month -1.06%, YTD 9.16%, 1-year 13.22%, 3-year 19.76%, 5-year 9.49%, 10-year 13.22%.

GWPFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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