GWSIX Mutual Fund

GWSIX Mutual Fund

NAV$17.83
See how much of GWSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.82%
3 Months
-3.12%
6 Months
-4.68%
YTD
+0.46%
1 Year
+1.53%
3 Years (annualized)
+10.18%
5 Years (annualized)
+5.43%
10 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSIX 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

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+0.46%
Peer Avg (YTD)
+6.72%
vs Peers
-6.26%

GWSIX Mutual Fund Performance

GWSIX performance across multiple time periods: 1-month -8.82%, YTD 0.46%, 1-year 1.53%, 3-year 10.18%, 5-year 5.43%, 10-year 6.64%.

GWSIX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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