LEWIX Mutual Fund

LEWIX Mutual Fund

NAV$10.91
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Returns Overview

1 Month
-1.67%
3 Months
+0.49%
6 Months
+14.78%
YTD
+12.03%
1 Year
+16.18%
3 Years (annualized)
+19.41%
5 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LEWIX 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
MSCI USA Index(.MIUS00000NUS)
This Mutual Fund (YTD)
+12.03%
Peer Avg (YTD)
+7.09%
vs Peers
+4.94%

LEWIX Mutual Fund Performance

LEWIX performance across multiple time periods: 1-month -1.67%, YTD 12.03%, 1-year 16.18%, 3-year 19.41%, 5-year 10.00%.

LEWIX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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