LWHIX Mutual Fund

LWHIX Mutual Fund

NAV$4.62
See how much of LWHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.79%
3 Months
-0.94%
6 Months
+0.78%
YTD
+0.90%
1 Year
+1.72%
3 Years (annualized)
+6.82%
5 Years (annualized)
+3.89%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWHIX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.90%
Peer Avg (YTD)
+0.50%
vs Peers
+0.40%

LWHIX Mutual Fund Performance

LWHIX performance across multiple time periods: 1-month -1.79%, YTD 0.90%, 1-year 1.72%, 3-year 6.82%, 5-year 3.89%, 10-year 4.44%.

LWHIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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