LWPXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.29%
3 Months
+0.88%
6 Months
+1.76%
YTD
+1.76%
1 Year
+3.77%
3 Years (annualized)
+4.57%
5 Years (annualized)
+4.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWPXX 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

This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+1.70%
vs Peers
+0.06%

LWPXX Mutual Fund Performance

LWPXX performance across multiple time periods: 1-month 0.29%, YTD 1.76%, 1-year 3.77%, 3-year 4.57%, 5-year 4.16%.

LWPXX returns outperform the peer average of 1.70% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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