BWLYX Mutual Fund

BWLYX Mutual Fund

NAV$31.43
See how much of BWLYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.14%
3 Months
+8.43%
6 Months
+15.92%
YTD
+19.73%
1 Year
+38.94%
3 Years (annualized)
+21.22%
5 Years (annualized)
+13.28%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLYX 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)
+19.73%
Peer Avg (YTD)
+11.41%
vs Peers
+8.32%

BWLYX Mutual Fund Performance

BWLYX performance across multiple time periods: 1-month 1.14%, YTD 19.73%, 1-year 38.94%, 3-year 21.22%, 5-year 13.28%, 10-year 11.08%.

BWLYX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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