LWSOX Mutual Fund

LWSOX Mutual Fund

NAV$3.66
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Returns Overview

1 Month
-0.24%
3 Months
+0.05%
6 Months
+0.06%
YTD
+0.33%
1 Year
+2.32%
3 Years (annualized)
+3.64%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWSOX 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
FTSE Treasury/Government Sponsored/Credit 1-3 year Index(^FTRS3Y)
This Mutual Fund (YTD)
+0.33%
Peer Avg (YTD)
+0.12%
vs Peers
+0.21%

LWSOX Mutual Fund Performance

LWSOX performance across multiple time periods: 1-month -0.24%, YTD 0.33%, 1-year 2.32%, 3-year 3.64%, 5-year 1.04%, 10-year 1.32%.

LWSOX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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