LIWPX Mutual Fund

LIWPX Mutual Fund

NAV$20.57
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Returns Overview

1 Month
+2.73%
3 Months
+1.82%
6 Months
+8.90%
YTD
+13.50%
1 Year
+21.73%
3 Years (annualized)
+19.67%
5 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LIWPX 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)
+13.50%
Peer Avg (YTD)
+8.76%
vs Peers
+4.74%

LIWPX Mutual Fund Performance

LIWPX performance across multiple time periods: 1-month 2.73%, YTD 13.50%, 1-year 21.73%, 3-year 19.67%, 5-year 10.13%.

LIWPX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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