GWSBX Mutual Fund

GWSBX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-3.10%
3 Months
-3.88%
6 Months
-3.22%
YTD
-2.65%
1 Year
-1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSBX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-2.65%
Peer Avg (YTD)
+0.50%
vs Peers
-3.15%

GWSBX Mutual Fund Performance

GWSBX performance across multiple time periods: 1-month -3.10%, YTD -2.65%, 1-year -1.24%.

GWSBX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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