BWLAX Mutual Fund

NAV$30.33

Returns Overview

1 Month
+3.92%
3 Months
+16.35%
6 Months
+19.18%
YTD
+18.22%
1 Year
+39.01%
3 Years (annualized)
+22.11%
5 Years (annualized)
+12.67%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+9.49%
vs Peers
+8.73%

BWLAX Mutual Fund Performance

BWLAX performance across multiple time periods: 1-month 3.92%, YTD 18.22%, 1-year 39.01%, 3-year 22.11%, 5-year 12.67%, 10-year 10.88%.

BWLAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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