GWSVX Mutual Fund

GWSVX Mutual Fund

NAV$16.48
See how much of GWSVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.91%
3 Months
-3.39%
6 Months
-5.18%
YTD
-0.38%
1 Year
+0.46%
3 Years (annualized)
+9.17%
5 Years (annualized)
+4.07%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSVX 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)
-0.38%
Peer Avg (YTD)
+6.72%
vs Peers
-7.10%

GWSVX Mutual Fund Performance

GWSVX performance across multiple time periods: 1-month -8.91%, YTD -0.38%, 1-year 0.46%, 3-year 9.17%, 5-year 4.07%, 10-year 5.57%.

GWSVX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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