LSWWX Mutual Fund

LSWWX Mutual Fund

NAV$28.27
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Returns Overview

1 Month
-0.04%
3 Months
+1.84%
6 Months
+4.27%
YTD
+7.35%
1 Year
+14.73%
3 Years (annualized)
+12.86%
5 Years (annualized)
+5.91%
10 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LSWWX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+5.54%
vs Peers
+1.81%

LSWWX Mutual Fund Performance

LSWWX performance across multiple time periods: 1-month -0.04%, YTD 7.35%, 1-year 14.73%, 3-year 12.86%, 5-year 5.91%, 10-year 10.07%.

LSWWX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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