BWLRX Mutual Fund

BWLRX Mutual Fund

NAV$31.00
See how much of BWLRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.51%
3 Months
+8.87%
6 Months
+16.08%
YTD
+24.02%
1 Year
+37.97%
3 Years (annualized)
+24.04%
5 Years (annualized)
+13.61%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+24.02%
Peer Avg (YTD)
+12.44%
vs Peers
+11.58%

BWLRX Mutual Fund Performance

BWLRX performance across multiple time periods: 1-month 3.51%, YTD 24.02%, 1-year 37.97%, 3-year 24.04%, 5-year 13.61%, 10-year 11.21%.

BWLRX returns outperform the peer average of 12.44% 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.