BWLRX Mutual Fund

BWLRX Mutual Fund

NAV$31.36
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Returns Overview

1 Month
+1.16%
3 Months
+8.51%
6 Months
+15.98%
YTD
+19.81%
1 Year
+39.13%
3 Years (annualized)
+21.45%
5 Years (annualized)
+13.45%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLRX 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)
+19.81%
Peer Avg (YTD)
+11.41%
vs Peers
+8.40%

BWLRX Mutual Fund Performance

BWLRX performance across multiple time periods: 1-month 1.16%, YTD 19.81%, 1-year 39.13%, 3-year 21.45%, 5-year 13.45%, 10-year 11.21%.

BWLRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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