LWSIX Mutual Fund

NAV$4.93

Returns Overview

1 Month
+0.14%
3 Months
+2.00%
6 Months
+1.39%
YTD
+1.39%
1 Year
+4.70%
3 Years (annualized)
+6.31%
5 Years (annualized)
+1.57%
10 Years (annualized)
+2.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWSIX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+0.99%
vs Peers
+0.39%

LWSIX Mutual Fund Performance

LWSIX performance across multiple time periods: 1-month 0.14%, YTD 1.39%, 1-year 4.70%, 3-year 6.31%, 5-year 1.57%, 10-year 2.91%.

LWSIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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