LWSIX Mutual Fund

LWSIX Mutual Fund

NAV$4.93
See how much of LWSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.47%
3 Months
+0.20%
6 Months
+0.23%
YTD
+0.91%
1 Year
+3.91%
3 Years (annualized)
+5.75%
5 Years (annualized)
+1.41%
10 Years (annualized)
+2.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+0.25%
vs Peers
+0.66%

LWSIX Mutual Fund Performance

LWSIX performance across multiple time periods: 1-month -0.47%, YTD 0.91%, 1-year 3.91%, 3-year 5.75%, 5-year 1.41%, 10-year 2.66%.

LWSIX returns outperform the peer average of 0.25% 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.