LWHIX Mutual Fund

NAV$4.75
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Returns Overview

1 Month
+0.17%
3 Months
+1.73%
6 Months
+1.86%
YTD
+1.86%
1 Year
+5.35%
3 Years (annualized)
+7.13%
5 Years (annualized)
+3.77%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWHIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+3.23%
vs Peers
-1.37%

LWHIX Mutual Fund Performance

LWHIX performance across multiple time periods: 1-month 0.17%, YTD 1.86%, 1-year 5.35%, 3-year 7.13%, 5-year 3.77%, 10-year 4.71%.

LWHIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

LWHIX performance comparison shows side-by-side returns with another fund. LWHIX alternatives are available in the Mutual Fund Screener.