LIWKX Mutual Fund

LIWKX Mutual Fund

NAV$20.85
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Returns Overview

1 Month
-0.64%
3 Months
+3.59%
6 Months
+8.07%
YTD
+10.67%
1 Year
+22.44%
3 Years (annualized)
+17.80%
5 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIWKX 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)
+10.67%
Peer Avg (YTD)
+6.99%
vs Peers
+3.68%

LIWKX Mutual Fund Performance

LIWKX performance across multiple time periods: 1-month -0.64%, YTD 10.67%, 1-year 22.44%, 3-year 17.80%, 5-year 10.34%.

LIWKX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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