LWCPX Mutual Fund

LWCPX Mutual Fund

NAV$9.11
See how much of LWCPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

6 Months
+3.71%
YTD
+9.89%
1 Year
+17.98%
3 Years (annualized)
+8.65%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWCPX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+0.56%
vs Peers
+9.33%

LWCPX Mutual Fund Performance

LWCPX performance across multiple time periods: YTD 9.89%, 1-year 17.98%, 3-year 8.65%, 5-year 0.60%, 10-year 2.25%.

LWCPX returns outperform the peer average of 0.56% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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