GWLRX Mutual Fund

NAV$18.06

Returns Overview

1 Month
-10.81%
3 Months
-1.37%
6 Months
+10.73%
YTD
+23.70%
1 Year
+70.95%
3 Years (annualized)
+26.72%
5 Years (annualized)
+13.74%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWLRX 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
MSCI Emerging Markets ex China Index(.dMIEFH0000NUS)
This Mutual Fund (YTD)
+23.70%
Peer Avg (YTD)
+8.97%
vs Peers
+14.73%

GWLRX Mutual Fund Performance

GWLRX performance across multiple time periods: 1-month -10.81%, YTD 23.70%, 1-year 70.95%, 3-year 26.72%, 5-year 13.74%, 10-year 12.52%.

GWLRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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