LWHIX Mutual Fund

LWHIX Mutual Fund

NAV$4.60
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Returns Overview

1 Month
-0.86%
3 Months
-1.72%
6 Months
-1.27%
YTD
+0.03%
1 Year
+0.68%
3 Years (annualized)
+6.46%
5 Years (annualized)
+3.28%
10 Years (annualized)
+3.92%

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
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 Index
This Mutual Fund (YTD)
+0.03%
Peer Avg (YTD)
+1.93%
vs Peers
-1.89%

LWHIX Mutual Fund Performance

LWHIX performance across multiple time periods: 1-month -0.86%, YTD 0.03%, 1-year 0.68%, 3-year 6.46%, 5-year 3.28%, 10-year 3.92%.

LWHIX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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