LEWAX Mutual Fund

LEWAX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
+2.59%
3 Months
+2.21%
6 Months
+9.20%
YTD
+13.77%
1 Year
+21.85%
3 Years (annualized)
+19.12%
5 Years (annualized)
+9.73%

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)
+13.77%
Peer Avg (YTD)
+8.76%
vs Peers
+5.01%

LEWAX Mutual Fund Performance

LEWAX performance across multiple time periods: 1-month 2.59%, YTD 13.77%, 1-year 21.85%, 3-year 19.12%, 5-year 9.73%.

LEWAX returns outperform the peer average of 8.76% 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.