LIWAX Mutual Fund

LIWAX Mutual Fund

NAV$20.76
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Returns Overview

1 Month
-0.74%
3 Months
+3.50%
6 Months
+7.88%
YTD
+10.42%
1 Year
+22.07%
3 Years (annualized)
+17.45%
5 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIWAX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+6.99%
vs Peers
+3.43%

LIWAX Mutual Fund Performance

LIWAX performance across multiple time periods: 1-month -0.74%, YTD 10.42%, 1-year 22.07%, 3-year 17.45%, 5-year 10.00%.

LIWAX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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