BWLAX Mutual Fund

BWLAX Mutual Fund

NAV$30.84
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Returns Overview

1 Month
+1.12%
3 Months
+8.39%
6 Months
+15.78%
YTD
+19.55%
1 Year
+38.65%
3 Years (annualized)
+20.87%
5 Years (annualized)
+12.97%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLAX 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 Value Index(RLV)
This Mutual Fund (YTD)
+19.55%
Peer Avg (YTD)
+11.41%
vs Peers
+8.14%

BWLAX Mutual Fund Performance

BWLAX performance across multiple time periods: 1-month 1.12%, YTD 19.55%, 1-year 38.65%, 3-year 20.87%, 5-year 12.97%, 10-year 10.67%.

BWLAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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