LWMSX Mutual Fund

LWMSX Mutual Fund

NAV$7.84
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Returns Overview

1 Month
+0.23%
3 Months
-0.46%
6 Months
-1.70%
YTD
+0.40%
1 Year
+2.10%
3 Years (annualized)
+4.28%
5 Years (annualized)
-0.74%
10 Years (annualized)
+0.75%

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)
+0.40%
Peer Avg (YTD)
+2.15%
vs Peers
-1.76%

LWMSX Mutual Fund Performance

LWMSX performance across multiple time periods: 1-month 0.23%, YTD 0.40%, 1-year 2.10%, 3-year 4.28%, 5-year -0.74%, 10-year 0.75%.

LWMSX returns trail the peer average of 2.15% 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.