BWLIX Mutual Fund

BWLIX Mutual Fund

NAV$30.66
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Returns Overview

1 Month
-3.34%
3 Months
+1.18%
6 Months
+17.69%
YTD
+19.61%
1 Year
+30.17%
3 Years (annualized)
+23.53%
5 Years (annualized)
+13.16%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLIX 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)
+19.61%
Peer Avg (YTD)
+10.00%
vs Peers
+9.61%

BWLIX Mutual Fund Performance

BWLIX performance across multiple time periods: 1-month -3.34%, YTD 19.61%, 1-year 30.17%, 3-year 23.53%, 5-year 13.16%, 10-year 11.14%.

BWLIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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