SEWIX Mutual Fund

SEWIX Mutual Fund

NAV$18.49
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Returns Overview

1 Month
+1.09%
3 Months
+4.46%
6 Months
+7.28%
YTD
+15.39%
1 Year
+24.81%
3 Years (annualized)
+18.84%
5 Years (annualized)
+10.79%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEWIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Developed ex US BMI Index NR USD(^SPCBMIGRWUUSD.NTR)
This Mutual Fund (YTD)
+15.39%
Peer Avg (YTD)
+12.44%
vs Peers
+2.95%

SEWIX Mutual Fund Performance

SEWIX performance across multiple time periods: 1-month 1.09%, YTD 15.39%, 1-year 24.81%, 3-year 18.84%, 5-year 10.79%, 10-year 10.54%.

SEWIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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