SPWCX Mutual Fund

SPWCX Mutual Fund

NAV$9.56
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Returns Overview

1 Month
+1.34%
3 Months
+2.39%
6 Months
+3.79%
YTD
+11.54%
1 Year
+10.49%
3 Years (annualized)
+19.31%
5 Years (annualized)
+2.46%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWCX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+9.28%
vs Peers
+2.26%

SPWCX Mutual Fund Performance

SPWCX performance across multiple time periods: 1-month 1.34%, YTD 11.54%, 1-year 10.49%, 3-year 19.31%, 5-year 2.46%, 10-year 11.00%.

SPWCX returns outperform the peer average of 9.28% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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