LIWKX Mutual Fund

LIWKX Mutual Fund

NAV$20.72
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Returns Overview

1 Month
+2.72%
3 Months
+1.87%
6 Months
+9.03%
YTD
+13.68%
1 Year
+22.06%
3 Years (annualized)
+20.03%
5 Years (annualized)
+10.46%

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)
+13.68%
Peer Avg (YTD)
+8.76%
vs Peers
+4.92%

LIWKX Mutual Fund Performance

LIWKX performance across multiple time periods: 1-month 2.72%, YTD 13.68%, 1-year 22.06%, 3-year 20.03%, 5-year 10.46%.

LIWKX returns outperform the peer average of 8.76% 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.