LWACX Mutual Fund

LWACX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
+0.30%
3 Months
-0.96%
6 Months
-2.50%
YTD
-0.85%
1 Year
+0.95%
3 Years (annualized)
+3.17%
5 Years (annualized)
-2.07%
10 Years (annualized)
+0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWACX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.85%
Peer Avg (YTD)
+2.15%
vs Peers
-3.00%

LWACX Mutual Fund Performance

LWACX performance across multiple time periods: 1-month 0.30%, YTD -0.85%, 1-year 0.95%, 3-year 3.17%, 5-year -2.07%, 10-year 0.53%.

LWACX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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