LIWPX Mutual Fund

NAV$20.81
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Returns Overview

1 Month
-0.20%
3 Months
+13.68%
6 Months
+12.04%
YTD
+11.25%
1 Year
+24.07%
3 Years (annualized)
+19.10%
5 Years (annualized)
+10.35%

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
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📉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

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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)
+11.25%
Peer Avg (YTD)
+7.64%
vs Peers
+3.61%

LIWPX Mutual Fund Performance

LIWPX performance across multiple time periods: 1-month -0.20%, YTD 11.25%, 1-year 24.07%, 3-year 19.10%, 5-year 10.35%.

LIWPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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