LEWAX Mutual Fund

LEWAX Mutual Fund

NAV$19.10
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Returns Overview

3 Months
+14.12%
6 Months
+12.06%
YTD
+11.32%
1 Year
+23.59%
3 Years (annualized)
+18.48%
5 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEWAX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+7.64%
vs Peers
+3.68%

LEWAX Mutual Fund Performance

LEWAX performance across multiple time periods: YTD 11.32%, 1-year 23.59%, 3-year 18.48%, 5-year 9.96%.

LEWAX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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