BWLCX Mutual Fund

BWLCX Mutual Fund

NAV$28.44
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Returns Overview

1 Month
+3.43%
3 Months
+8.58%
6 Months
+15.46%
YTD
+24.11%
1 Year
+36.45%
3 Years (annualized)
+22.59%
5 Years (annualized)
+12.30%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLCX 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)
+24.11%
Peer Avg (YTD)
+12.44%
vs Peers
+11.67%

BWLCX Mutual Fund Performance

BWLCX performance across multiple time periods: 1-month 3.43%, YTD 24.11%, 1-year 36.45%, 3-year 22.59%, 5-year 12.30%, 10-year 10.30%.

BWLCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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