LWSTX Mutual Fund

NAV$3.66

Returns Overview

1 Month
+0.10%
3 Months
+0.59%
6 Months
+0.86%
YTD
+0.86%
1 Year
+3.47%
3 Years (annualized)
+5.05%
5 Years (annualized)
+2.29%
10 Years (annualized)
+2.49%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
FTSE Treasury/Government Sponsored/Credit 1-3 year Index(^FTRS3Y)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+3.23%
vs Peers
-2.37%

LWSTX Mutual Fund Performance

LWSTX performance across multiple time periods: 1-month 0.10%, YTD 0.86%, 1-year 3.47%, 3-year 5.05%, 5-year 2.29%, 10-year 2.49%.

LWSTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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