LWARX Mutual Fund

LWARX Mutual Fund

NAV$3.61
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Returns Overview

1 Month
+0.30%
3 Months
+0.41%
6 Months
+0.01%
YTD
+0.88%
1 Year
+2.20%
3 Years (annualized)
+4.40%
5 Years (annualized)
+1.71%
10 Years (annualized)
+1.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWARX 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
FTSE Treasury/Government Sponsored/Credit 1-3 year Index(^FTRS3Y)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+2.15%
vs Peers
-1.27%

LWARX Mutual Fund Performance

LWARX performance across multiple time periods: 1-month 0.30%, YTD 0.88%, 1-year 2.20%, 3-year 4.40%, 5-year 1.71%, 10-year 1.84%.

LWARX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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