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
| Period | Total Return | Date 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