LWSRX Mutual Fund

LWSRX Mutual Fund

NAV$4.63
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Returns Overview

1 Month
+0.74%
3 Months
+0.88%
6 Months
+1.79%
YTD
+2.68%
1 Year
+4.54%
3 Years (annualized)
+7.03%
5 Years (annualized)
+4.12%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWSRX 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 Aggregate Index
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+2.15%
vs Peers
+0.53%

LWSRX Mutual Fund Performance

LWSRX performance across multiple time periods: 1-month 0.74%, YTD 2.68%, 1-year 4.54%, 3-year 7.03%, 5-year 4.12%, 10-year 4.68%.

LWSRX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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