BWLRX Mutual Fund

NAV$31.17

Returns Overview

1 Month
+3.97%
3 Months
+16.42%
6 Months
+19.37%
YTD
+18.44%
1 Year
+39.51%
3 Years (annualized)
+22.66%
5 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.44%
Peer Avg (YTD)
+9.49%
vs Peers
+8.95%

BWLRX Mutual Fund Performance

BWLRX performance across multiple time periods: 1-month 3.97%, YTD 18.44%, 1-year 39.51%, 3-year 22.66%, 5-year 13.13%.

BWLRX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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