SWZ
$5.85
Total Return Securities Fund
Fund Family: Total Return Securities Fund
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Performance & Returns
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Performance Returns
| Period | Total Return | Date Range |
|---|---|---|
| 1 Month | -4.41% | Sep 11, 2025 to Oct 11, 2025 |
| 6 Months | -8.31% | Apr 14, 2025 to Oct 11, 2025 |
| 1 Year | +1.64% | Oct 12, 2024 to Oct 11, 2025 |
| 3 Years | +51.17% | Oct 13, 2022 to Oct 11, 2025 |
| 5 Years | +40.94% | Oct 13, 2020 to Oct 11, 2025 |
All returns shown are total returns, not annualized