BWLYX Mutual Fund

BWLYX Mutual Fund

NAV$31.31
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Returns Overview

1 Month
+3.70%
3 Months
+3.81%
6 Months
+12.56%
YTD
+24.29%
1 Year
+32.93%
3 Years (annualized)
+27.18%
5 Years (annualized)
+13.49%
10 Years (annualized)
+11.49%

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
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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)
+24.29%
Peer Avg (YTD)
+12.44%
vs Peers
+11.85%

BWLYX Mutual Fund Performance

BWLYX performance across multiple time periods: 1-month 3.70%, YTD 24.29%, 1-year 32.93%, 3-year 27.18%, 5-year 13.49%, 10-year 11.49%.

BWLYX returns outperform the peer average of 12.44% 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.