SLWTX Mutual Fund

SLWTX Mutual Fund

NAV$9.98
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Returns Overview

1 Month
+0.18%
3 Months
+0.80%
6 Months
+1.74%
YTD
+2.35%
1 Year
+2.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLWTX 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

This Mutual Fund (YTD)
+2.35%
Peer Avg (YTD)
+0.98%
vs Peers
+1.37%

SLWTX Mutual Fund Performance

SLWTX performance across multiple time periods: 1-month 0.18%, YTD 2.35%, 1-year 2.92%.

SLWTX returns outperform the peer average of 0.98% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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