LWACX Mutual Fund

NAV$10.37

Returns Overview

1 Month
-1.52%
3 Months
-2.08%
6 Months
-2.99%
YTD
-3.08%
1 Year
+3.09%
3 Years (annualized)
+3.22%
5 Years (annualized)
-1.64%
10 Years (annualized)
+0.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWACX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.08%
Peer Avg (YTD)
+3.23%
vs Peers
-6.31%

LWACX Mutual Fund Performance

LWACX performance across multiple time periods: 1-month -1.52%, YTD -3.08%, 1-year 3.09%, 3-year 3.22%, 5-year -1.64%, 10-year 0.75%.

LWACX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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