LAWAX Mutual Fund

LAWAX Mutual Fund

NAV$22.84
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Returns Overview

1 Month
+1.08%
3 Months
+12.75%
6 Months
+11.52%
YTD
+10.85%
1 Year
+20.11%
3 Years (annualized)
+14.38%
5 Years (annualized)
+7.37%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LAWAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+10.85%
Peer Avg (YTD)
+6.73%
vs Peers
+4.13%

LAWAX Mutual Fund Performance

LAWAX performance across multiple time periods: 1-month 1.08%, YTD 10.85%, 1-year 20.11%, 3-year 14.38%, 5-year 7.37%, 10-year 10.33%.

LAWAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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