PSWIX Mutual Fund

PSWIX Mutual Fund

NAV$24.84
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Returns Overview

1 Month
+1.78%
3 Months
+2.36%
6 Months
+7.95%
YTD
+12.60%
1 Year
+18.97%
3 Years (annualized)
+18.12%
5 Years (annualized)
+9.26%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PSWIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.60%
Peer Avg (YTD)
+7.17%
vs Peers
+5.42%

PSWIX Mutual Fund Performance

PSWIX performance across multiple time periods: 1-month 1.78%, YTD 12.60%, 1-year 18.97%, 3-year 18.12%, 5-year 9.26%, 10-year 11.68%.

PSWIX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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