SWZ

$6.10
Total Return Securities Fund
Fund Family: Total Return Securities Fund
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Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.50%Aug 23, 2025 to Sep 22, 2025
6 Months-1.23%Mar 26, 2025 to Sep 22, 2025
1 Year+4.49%Sep 23, 2024 to Sep 22, 2025
3 Years+57.11%Sep 24, 2022 to Sep 22, 2025
5 Years+48.46%Sep 24, 2020 to Sep 22, 2025

All returns shown are total returns, not annualized