LWSRX Mutual Fund

LWSRX Mutual Fund

NAV$4.61
See how much of LWSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.56%
3 Months
-0.88%
6 Months
+1.11%
YTD
+1.08%
1 Year
+2.17%
3 Years (annualized)
+7.03%
5 Years (annualized)
+4.12%
10 Years (annualized)
+4.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LWSRX 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)
+1.08%
Peer Avg (YTD)
+0.50%
vs Peers
+0.58%

LWSRX Mutual Fund Performance

LWSRX performance across multiple time periods: 1-month -1.56%, YTD 1.08%, 1-year 2.17%, 3-year 7.03%, 5-year 4.12%, 10-year 4.68%.

LWSRX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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