LSWWX Mutual Fund

LSWWX Mutual Fund

NAV$26.95
See how much of LSWWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.59%
3 Months
-2.97%
6 Months
-1.18%
YTD
+4.16%
1 Year
+5.70%
3 Years (annualized)
+15.17%
5 Years (annualized)
+4.76%
10 Years (annualized)
+9.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+5.30%
vs Peers
-1.14%

LSWWX Mutual Fund Performance

LSWWX performance across multiple time periods: 1-month -0.59%, YTD 4.16%, 1-year 5.70%, 3-year 15.17%, 5-year 4.76%, 10-year 9.29%.

LSWWX returns trail the peer average of 5.30% 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.