SPWIX Mutual Fund

NAV$35.55

Returns Overview

1 Month
+5.90%
3 Months
+21.85%
6 Months
+20.77%
YTD
+19.67%
1 Year
+29.73%
3 Years (annualized)
+15.23%
5 Years (annualized)
+5.09%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.67%
Peer Avg (YTD)
+18.52%
vs Peers
+1.15%

SPWIX Mutual Fund Performance

SPWIX performance across multiple time periods: 1-month 5.90%, YTD 19.67%, 1-year 29.73%, 3-year 15.23%, 5-year 5.09%, 10-year 10.00%.

SPWIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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