BWLYX Mutual Fund

NAV$30.84

Returns Overview

1 Month
+3.97%
3 Months
+16.40%
6 Months
+19.33%
YTD
+18.38%
1 Year
+39.37%
3 Years (annualized)
+22.45%
5 Years (annualized)
+12.98%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLYX 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)
+18.38%
Peer Avg (YTD)
+9.49%
vs Peers
+8.89%

BWLYX Mutual Fund Performance

BWLYX performance across multiple time periods: 1-month 3.97%, YTD 18.38%, 1-year 39.37%, 3-year 22.45%, 5-year 12.98%, 10-year 11.30%.

BWLYX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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