GWPCX Mutual Fund

NAV$30.76

Returns Overview

1 Month
+0.43%
3 Months
+18.08%
6 Months
+11.24%
YTD
+10.51%
1 Year
+21.23%
3 Years (annualized)
+19.63%
5 Years (annualized)
+9.02%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would GWPCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Global Multi-Cap Growth Funds Index
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+8.97%
vs Peers
+1.54%

GWPCX Mutual Fund Performance

GWPCX performance across multiple time periods: 1-month 0.43%, YTD 10.51%, 1-year 21.23%, 3-year 19.63%, 5-year 9.02%, 10-year 12.63%.

GWPCX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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