SAWMX Mutual Fund

NAV$14.36

Returns Overview

1 Month
+0.29%
3 Months
+8.71%
6 Months
+10.51%
YTD
+9.91%
1 Year
+20.79%
3 Years (annualized)
+13.85%
5 Years (annualized)
+8.24%
10 Years (annualized)
+8.77%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Worldwide Moderate Growth Composite Index(^WMGC)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+5.87%
vs Peers
+4.04%

SAWMX Mutual Fund Performance

SAWMX performance across multiple time periods: 1-month 0.29%, YTD 9.91%, 1-year 20.79%, 3-year 13.85%, 5-year 8.24%, 10-year 8.77%.

SAWMX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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