BWLIX Mutual Fund

NAV$30.67

Returns Overview

1 Month
+3.92%
3 Months
+16.32%
6 Months
+19.17%
YTD
+18.22%
1 Year
+39.05%
3 Years (annualized)
+22.14%
5 Years (annualized)
+12.68%
10 Years (annualized)
+12.05%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+9.49%
vs Peers
+8.73%

BWLIX Mutual Fund Performance

BWLIX performance across multiple time periods: 1-month 3.92%, YTD 18.22%, 1-year 39.05%, 3-year 22.14%, 5-year 12.68%, 10-year 12.05%.

BWLIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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