BWLYX Mutual Fund

BWLYX Mutual Fund

NAV$30.84
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Returns Overview

1 Month
-3.32%
3 Months
+1.24%
6 Months
+17.84%
YTD
+19.85%
1 Year
+30.50%
3 Years (annualized)
+23.85%
5 Years (annualized)
+13.45%
10 Years (annualized)
+11.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWLYX 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)
+19.85%
Peer Avg (YTD)
+10.00%
vs Peers
+9.85%

BWLYX Mutual Fund Performance

BWLYX performance across multiple time periods: 1-month -3.32%, YTD 19.85%, 1-year 30.50%, 3-year 23.85%, 5-year 13.45%, 10-year 11.44%.

BWLYX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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