LAWCX Mutual Fund

NAV$21.32

Returns Overview

1 Month
+1.01%
3 Months
+12.48%
6 Months
+11.12%
YTD
+10.48%
1 Year
+19.18%
3 Years (annualized)
+14.27%
5 Years (annualized)
+7.17%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAWCX 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
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+10.48%
Peer Avg (YTD)
+6.73%
vs Peers
+3.75%

LAWCX Mutual Fund Performance

LAWCX performance across multiple time periods: 1-month 1.01%, YTD 10.48%, 1-year 19.18%, 3-year 14.27%, 5-year 7.17%, 10-year 9.95%.

LAWCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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