SWZ
$6.07
Total Return Securities Fund
Fund Family: Total Return Securities Fund
Performance & Returns
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Performance Returns
| Period | Total Return | Date Range |
|---|---|---|
| 1 Month | -2.25% | Jul 27, 2025 to Aug 26, 2025 |
| 6 Months | +1.33% | Feb 27, 2025 to Aug 26, 2025 |
| 1 Year | +5.48% | Aug 27, 2024 to Aug 26, 2025 |
| 3 Years | +40.64% | Aug 28, 2022 to Aug 26, 2025 |
| 5 Years | +47.60% | Aug 28, 2020 to Aug 26, 2025 |
All returns shown are total returns, not annualized