LWAIX Mutual Fund

NAV$9.38

Returns Overview

1 Month
+0.16%
3 Months
+1.03%
6 Months
+1.68%
YTD
+1.68%
1 Year
+3.77%
3 Years (annualized)
+4.76%
5 Years (annualized)
+2.83%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWAIX 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
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+3.23%
vs Peers
-1.55%

LWAIX Mutual Fund Performance

LWAIX performance across multiple time periods: 1-month 0.16%, YTD 1.68%, 1-year 3.77%, 3-year 4.76%, 5-year 2.83%, 10-year 2.40%.

LWAIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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