BWLAX Mutual Fund

BWLAX Mutual Fund

NAV$30.32
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Returns Overview

1 Month
-3.32%
3 Months
+1.19%
6 Months
+17.74%
YTD
+19.63%
1 Year
+30.20%
3 Years (annualized)
+23.48%
5 Years (annualized)
+13.14%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+19.63%
Peer Avg (YTD)
+10.00%
vs Peers
+9.63%

BWLAX Mutual Fund Performance

BWLAX performance across multiple time periods: 1-month -3.32%, YTD 19.63%, 1-year 30.20%, 3-year 23.48%, 5-year 13.14%, 10-year 11.02%.

BWLAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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