LWAIX Mutual Fund

LWAIX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+0.19%
3 Months
+0.73%
6 Months
+1.39%
YTD
+1.87%
1 Year
+3.62%
3 Years (annualized)
+4.59%
5 Years (annualized)
+2.89%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWAIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+0.12%
vs Peers
+1.75%

LWAIX Mutual Fund Performance

LWAIX performance across multiple time periods: 1-month 0.19%, YTD 1.87%, 1-year 3.62%, 3-year 4.59%, 5-year 2.89%, 10-year 2.38%.

LWAIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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