LIWIX Mutual Fund

NAV$20.72

Returns Overview

1 Month
-0.20%
3 Months
+13.75%
6 Months
+12.18%
YTD
+11.32%
1 Year
+24.37%
3 Years (annualized)
+19.42%
5 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIWIX 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
ICE US Treasury 0-5 Year Inflation Linked Bond Index(IUTY)
This Mutual Fund (YTD)
+11.32%
Peer Avg (YTD)
+7.64%
vs Peers
+3.68%

LIWIX Mutual Fund Performance

LIWIX performance across multiple time periods: 1-month -0.20%, YTD 11.32%, 1-year 24.37%, 3-year 19.42%, 5-year 10.61%.

LIWIX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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