LWBOX Mutual Fund

LWBOX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
+0.34%
3 Months
-1.38%
6 Months
-2.27%
YTD
-0.73%
1 Year
+1.18%
3 Years (annualized)
+4.37%
5 Years (annualized)
-1.30%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWBOX 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
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📉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
Lipper Corporate Debt Funds BBB-Rated Average
This Mutual Fund (YTD)
-0.73%
Peer Avg (YTD)
+2.15%
vs Peers
-2.89%

LWBOX Mutual Fund Performance

LWBOX performance across multiple time periods: 1-month 0.34%, YTD -0.73%, 1-year 1.18%, 3-year 4.37%, 5-year -1.30%, 10-year 1.58%.

LWBOX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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