GMAWX Mutual Fund

NAV$24.84

Returns Overview

1 Month
+5.26%
3 Months
+11.83%
6 Months
+15.93%
YTD
+14.51%
1 Year
+19.45%
3 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GMAWX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P SmallCap 600 Index
This Mutual Fund (YTD)
+14.51%
Peer Avg (YTD)
+18.52%
vs Peers
-4.01%

GMAWX Mutual Fund Performance

GMAWX performance across multiple time periods: 1-month 5.26%, YTD 14.51%, 1-year 19.45%, 3-year 9.66%.

GMAWX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

GMAWX performance comparison shows side-by-side returns with another fund. GMAWX alternatives are available in the Mutual Fund Screener.