LWAIX Mutual Fund

LWAIX Mutual Fund

NAV$9.34
See how much of LWAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
+0.39%
6 Months
+1.42%
YTD
+2.08%
1 Year
+2.98%
3 Years (annualized)
+4.52%
5 Years (annualized)
+2.94%
10 Years (annualized)
+2.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWAIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+0.50%
vs Peers
+1.58%

LWAIX Mutual Fund Performance

LWAIX performance across multiple time periods: 1-month -0.05%, YTD 2.08%, 1-year 2.98%, 3-year 4.52%, 5-year 2.94%, 10-year 2.40%.

LWAIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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