GWSVX Mutual Fund

NAV$17.62

Returns Overview

1 Month
+1.09%
3 Months
-2.81%
6 Months
+0.97%
YTD
+3.59%
1 Year
+7.55%
3 Years (annualized)
+7.77%
5 Years (annualized)
+3.43%
10 Years (annualized)
+5.45%

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
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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 Midcap 400 Index(MID)
This Mutual Fund (YTD)
+3.59%
Peer Avg (YTD)
+10.82%
vs Peers
-7.23%

GWSVX Mutual Fund Performance

GWSVX performance across multiple time periods: 1-month 1.09%, YTD 3.59%, 1-year 7.55%, 3-year 7.77%, 5-year 3.43%, 10-year 5.45%.

GWSVX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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