LWMSX Mutual Fund

LWMSX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
+2.17%
3 Months
-1.20%
6 Months
-1.74%
YTD
-1.04%
1 Year
-0.33%
3 Years (annualized)
+5.89%
5 Years (annualized)
-0.89%
10 Years (annualized)
+0.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWMSX 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 MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
-1.04%
Peer Avg (YTD)
+1.93%
vs Peers
-2.96%

LWMSX Mutual Fund Performance

LWMSX performance across multiple time periods: 1-month 2.17%, YTD -1.04%, 1-year -0.33%, 3-year 5.89%, 5-year -0.89%, 10-year 0.52%.

LWMSX returns trail the peer average of 1.93% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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