LWSOX Mutual Fund

LWSOX Mutual Fund

NAV$3.61
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Returns Overview

1 Month
-0.82%
3 Months
-0.79%
6 Months
-0.22%
YTD
-0.23%
1 Year
+0.63%
3 Years (annualized)
+3.66%
5 Years (annualized)
+1.09%
10 Years (annualized)
+1.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWSOX 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
FTSE Treasury/Government Sponsored/Credit 1-3 year Index(^FTRS3Y)
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
+0.50%
vs Peers
-0.73%

LWSOX Mutual Fund Performance

LWSOX performance across multiple time periods: 1-month -0.82%, YTD -0.23%, 1-year 0.63%, 3-year 3.66%, 5-year 1.09%, 10-year 1.34%.

LWSOX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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