LWCPX Mutual Fund

NAV$9.11

Returns Overview

6 Months
-1.41%
YTD
-0.98%
1 Year
+20.17%
3 Years (annualized)
+8.12%
5 Years (annualized)
+0.82%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWCPX 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)
-0.98%
Peer Avg (YTD)
+1.76%
vs Peers
-2.74%

LWCPX Mutual Fund Performance

LWCPX performance across multiple time periods: YTD -0.98%, 1-year 20.17%, 3-year 8.12%, 5-year 0.82%, 10-year 2.40%.

LWCPX returns trail the peer average of 1.76% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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