PSWIX Mutual Fund

PSWIX Mutual Fund

NAV$25.20
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Returns Overview

1 Month
+0.16%
3 Months
+4.05%
6 Months
+8.34%
YTD
+10.62%
1 Year
+19.75%
3 Years (annualized)
+16.61%
5 Years (annualized)
+9.30%
10 Years (annualized)
+11.51%

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)
+10.62%
Peer Avg (YTD)
+6.57%
vs Peers
+4.05%

PSWIX Mutual Fund Performance

PSWIX performance across multiple time periods: 1-month 0.16%, YTD 10.62%, 1-year 19.75%, 3-year 16.61%, 5-year 9.30%, 10-year 11.51%.

PSWIX returns outperform the peer average of 6.57% 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.