LEWIX Mutual Fund

LEWIX Mutual Fund

NAV$19.11
See how much of LEWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.38%
3 Months
+3.98%
6 Months
+8.41%
YTD
+11.06%
1 Year
+22.58%
3 Years (annualized)
+17.24%
5 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEWIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+11.06%
Peer Avg (YTD)
+6.99%
vs Peers
+4.07%

LEWIX Mutual Fund Performance

LEWIX performance across multiple time periods: 1-month -0.38%, YTD 11.06%, 1-year 22.58%, 3-year 17.24%, 5-year 9.93%.

LEWIX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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