LWHIX Mutual Fund

LWHIX Mutual Fund

NAV$4.59
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Returns Overview

1 Month
-0.27%
3 Months
-1.14%
6 Months
-0.68%
YTD
+0.63%
1 Year
+1.29%
3 Years (annualized)
+6.67%
5 Years (annualized)
+3.40%
10 Years (annualized)
+3.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWHIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.63%
Peer Avg (YTD)
+0.72%
vs Peers
-0.09%

LWHIX Mutual Fund Performance

LWHIX performance across multiple time periods: 1-month -0.27%, YTD 0.63%, 1-year 1.29%, 3-year 6.67%, 5-year 3.40%, 10-year 3.99%.

LWHIX returns trail the peer average of 0.72% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

LWHIX vs another fund shows side-by-side returns. LWHIX alternatives are available in the Mutual Fund Screener.