LWSIX Mutual Fund

LWSIX Mutual Fund

NAV$4.75
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Returns Overview

1 Month
-0.42%
3 Months
-2.28%
6 Months
-2.09%
YTD
-1.40%
1 Year
-0.99%
3 Years (annualized)
+6.36%
5 Years (annualized)
+0.90%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWSIX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-1.40%
Peer Avg (YTD)
-0.97%
vs Peers
-0.43%

LWSIX Mutual Fund Performance

LWSIX performance across multiple time periods: 1-month -0.42%, YTD -1.40%, 1-year -0.99%, 3-year 6.36%, 5-year 0.90%, 10-year 2.15%.

LWSIX returns trail the peer average of -0.97% YTD. With an expense ratio of 1.67%, investors should weigh costs against performance when evaluating this mutual fund.

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