SPWCX Mutual Fund

SPWCX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-5.96%
3 Months
+1.37%
6 Months
+6.76%
YTD
+10.69%
1 Year
+17.61%
3 Years (annualized)
+12.72%
5 Years (annualized)
+3.09%
10 Years (annualized)
+10.21%

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)
+10.69%
Peer Avg (YTD)
+9.41%
vs Peers
+1.28%

SPWCX Mutual Fund Performance

SPWCX performance across multiple time periods: 1-month -5.96%, YTD 10.69%, 1-year 17.61%, 3-year 12.72%, 5-year 3.09%, 10-year 10.21%.

SPWCX returns outperform the peer average of 9.41% 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.