LWICX Mutual Fund

LWICX Mutual Fund

NAV$6.00
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Returns Overview

3 Months
-35.69%
6 Months
-36.51%
YTD
-36.51%
1 Year
-36.13%
3 Years (annualized)
-12.68%
5 Years (annualized)
-8.42%
10 Years (annualized)
-2.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWICX 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 Treasury: US
This Mutual Fund (YTD)
-36.51%
Peer Avg (YTD)
+3.23%
vs Peers
-39.73%

LWICX Mutual Fund Performance

LWICX performance across multiple time periods: YTD -36.51%, 1-year -36.13%, 3-year -12.68%, 5-year -8.42%, 10-year -2.82%.

LWICX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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