GWSZX Mutual Fund

GWSZX Mutual Fund

NAV$11.56
See how much of GWSZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.59%
3 Months
-6.28%
6 Months
+14.44%
YTD
+10.11%
1 Year
+20.14%
3 Years (annualized)
+17.76%
5 Years (annualized)
+9.81%
10 Years (annualized)
+14.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWSZX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+8.68%
vs Peers
+1.43%

GWSZX Mutual Fund Performance

GWSZX performance across multiple time periods: 1-month -4.59%, YTD 10.11%, 1-year 20.14%, 3-year 17.76%, 5-year 9.81%, 10-year 14.31%.

GWSZX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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