LEWKX Mutual Fund

NAV$19.16

Returns Overview

3 Months
+14.15%
6 Months
+12.22%
YTD
+11.48%
1 Year
+23.96%
3 Years (annualized)
+18.85%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEWKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+11.48%
Peer Avg (YTD)
+7.64%
vs Peers
+3.84%

LEWKX Mutual Fund Performance

LEWKX performance across multiple time periods: YTD 11.48%, 1-year 23.96%, 3-year 18.85%, 5-year 10.07%.

LEWKX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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