LWCPX Mutual Fund

LWCPX Mutual Fund

NAV$9.11
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Returns Overview

YTD
+9.89%
1 Year
+12.54%
3 Years (annualized)
+11.15%
5 Years (annualized)
+0.91%
10 Years (annualized)
+2.32%

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
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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)
+9.89%
Peer Avg (YTD)
-1.17%
vs Peers
+11.06%

LWCPX Mutual Fund Performance

LWCPX performance across multiple time periods: YTD 9.89%, 1-year 12.54%, 3-year 11.15%, 5-year 0.91%, 10-year 2.32%.

LWCPX returns outperform the peer average of -1.17% 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.