SPWIX Mutual Fund

SPWIX Mutual Fund

NAV$34.23
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Returns Overview

1 Month
-6.82%
3 Months
-0.15%
6 Months
+7.59%
YTD
+12.54%
1 Year
+20.92%
3 Years (annualized)
+11.05%
5 Years (annualized)
+4.07%
10 Years (annualized)
+8.65%

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
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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)
+12.54%
Peer Avg (YTD)
+15.31%
vs Peers
-2.77%

SPWIX Mutual Fund Performance

SPWIX performance across multiple time periods: 1-month -6.82%, YTD 12.54%, 1-year 20.92%, 3-year 11.05%, 5-year 4.07%, 10-year 8.65%.

SPWIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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