SAWMX Mutual Fund

SAWMX Mutual Fund

NAV$14.41
See how much of SAWMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.14%
3 Months
+4.05%
6 Months
+8.02%
YTD
+11.16%
1 Year
+21.38%
3 Years (annualized)
+14.30%
5 Years (annualized)
+9.13%
10 Years (annualized)
+9.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+11.16%
Peer Avg (YTD)
+5.54%
vs Peers
+5.63%

SAWMX Mutual Fund Performance

SAWMX performance across multiple time periods: 1-month 1.14%, YTD 11.16%, 1-year 21.38%, 3-year 14.30%, 5-year 9.13%, 10-year 9.00%.

SAWMX returns outperform the peer average of 5.54% 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.