LWLAX Mutual Fund

LWLAX Mutual Fund

NAV$13.29
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Returns Overview

1 Month
+0.15%
3 Months
-0.50%
6 Months
+0.82%
YTD
+2.78%
1 Year
+3.44%
3 Years (annualized)
+10.37%
5 Years (annualized)
+2.70%
10 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWLAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.78%
Peer Avg (YTD)
+3.02%
vs Peers
-0.24%

LWLAX Mutual Fund Performance

LWLAX performance across multiple time periods: 1-month 0.15%, YTD 2.78%, 1-year 3.44%, 3-year 10.37%, 5-year 2.70%, 10-year 4.30%.

LWLAX returns trail the peer average of 3.02% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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