LWSTX Mutual Fund

LWSTX Mutual Fund

NAV$3.62
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Returns Overview

1 Month
+0.36%
3 Months
+0.59%
6 Months
+0.37%
YTD
+1.36%
1 Year
+2.90%
3 Years (annualized)
+4.91%
5 Years (annualized)
+2.34%
10 Years (annualized)
+2.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWSTX 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)
+1.36%
Peer Avg (YTD)
+2.15%
vs Peers
-0.80%

LWSTX Mutual Fund Performance

LWSTX performance across multiple time periods: 1-month 0.36%, YTD 1.36%, 1-year 2.90%, 3-year 4.91%, 5-year 2.34%, 10-year 2.51%.

LWSTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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