SAWMX Mutual Fund

SAWMX Mutual Fund

NAV$14.17
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Returns Overview

1 Month
+1.07%
3 Months
+0.21%
6 Months
+4.27%
YTD
+11.40%
1 Year
+15.55%
3 Years (annualized)
+16.92%
5 Years (annualized)
+8.79%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAWMX 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
Worldwide Moderate Growth Composite Index(^WMGC)
This Mutual Fund (YTD)
+11.40%
Peer Avg (YTD)
+5.30%
vs Peers
+6.10%

SAWMX Mutual Fund Performance

SAWMX performance across multiple time periods: 1-month 1.07%, YTD 11.40%, 1-year 15.55%, 3-year 16.92%, 5-year 8.79%, 10-year 8.70%.

SAWMX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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