BWLIX Mutual Fund

BWLIX Mutual Fund

NAV$31.25
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Returns Overview

1 Month
+1.14%
3 Months
+8.40%
6 Months
+15.79%
YTD
+19.57%
1 Year
+38.62%
3 Years (annualized)
+20.90%
5 Years (annualized)
+12.98%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLIX 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)
+19.57%
Peer Avg (YTD)
+11.41%
vs Peers
+8.16%

BWLIX Mutual Fund Performance

BWLIX performance across multiple time periods: 1-month 1.14%, YTD 19.57%, 1-year 38.62%, 3-year 20.90%, 5-year 12.98%, 10-year 10.80%.

BWLIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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