GWSAX Mutual Fund

GWSAX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-8.85%
3 Months
-3.22%
6 Months
-4.89%
YTD
+0.10%
1 Year
+1.07%
3 Years (annualized)
+9.68%
5 Years (annualized)
+4.80%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSAX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+6.72%
vs Peers
-6.62%

GWSAX Mutual Fund Performance

GWSAX performance across multiple time periods: 1-month -8.85%, YTD 0.10%, 1-year 1.07%, 3-year 9.68%, 5-year 4.80%, 10-year 6.04%.

GWSAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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