LEWAX Mutual Fund

LEWAX Mutual Fund

NAV$19.05
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Returns Overview

1 Month
-0.38%
3 Months
+3.93%
6 Months
+8.24%
YTD
+10.90%
1 Year
+22.25%
3 Years (annualized)
+16.95%
5 Years (annualized)
+9.65%

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)
+10.90%
Peer Avg (YTD)
+6.99%
vs Peers
+3.91%

LEWAX Mutual Fund Performance

LEWAX performance across multiple time periods: 1-month -0.38%, YTD 10.90%, 1-year 22.25%, 3-year 16.95%, 5-year 9.65%.

LEWAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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